DWM

Destination Wealth Management Portfolio holdings

AUM $3.63B
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$4.06M
3
+$2.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
ABT icon
Abbott
ABT
+$2.34M

Top Sells

1
+$5.91M
2
+$3.15M
3
+$2.15M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.09M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.06M

Sector Composition

1 Healthcare 9.49%
2 Technology 7.67%
3 Financials 5.97%
4 Consumer Staples 5.18%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$25K ﹤0.01%
+500
377
$25K ﹤0.01%
556
+180
378
$25K ﹤0.01%
206
379
$24K ﹤0.01%
480
380
$24K ﹤0.01%
132
+74
381
$23K ﹤0.01%
5,000
382
$23K ﹤0.01%
+204
383
$23K ﹤0.01%
+762
384
$23K ﹤0.01%
+965
385
$23K ﹤0.01%
257
386
$23K ﹤0.01%
408
-59
387
$23K ﹤0.01%
+929
388
$23K ﹤0.01%
+115
389
$22K ﹤0.01%
+430
390
$22K ﹤0.01%
+500
391
$22K ﹤0.01%
+346
392
$22K ﹤0.01%
300
393
$21K ﹤0.01%
215
394
$21K ﹤0.01%
183
+144
395
$21K ﹤0.01%
71
396
$20K ﹤0.01%
1,100
397
$20K ﹤0.01%
+346
398
$20K ﹤0.01%
142
-37
399
$20K ﹤0.01%
318
+106
400
$20K ﹤0.01%
+420
14 15
16
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