DWM

Destination Wealth Management Portfolio holdings

AUM $3.82B
1-Year Est. Return 13.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$10.3M
3
+$4.99M
4
DIS icon
Walt Disney
DIS
+$3.78M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.82M

Top Sells

1
+$38.5M
2
+$9.6M
3
+$7.63M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$7.13M
5
CPB icon
Campbell Soup
CPB
+$3.28M

Sector Composition

1 Healthcare 9.68%
2 Technology 6.43%
3 Financials 5.77%
4 Communication Services 5.01%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
192
377
$15K ﹤0.01%
657
378
$15K ﹤0.01%
+119
379
$14K ﹤0.01%
1,076
+365
380
$14K ﹤0.01%
1,962
-2,502
381
$14K ﹤0.01%
80
382
$14K ﹤0.01%
452
383
$14K ﹤0.01%
+50
384
$14K ﹤0.01%
305
385
$14K ﹤0.01%
500
386
$13K ﹤0.01%
200
387
$13K ﹤0.01%
269
-395
388
$13K ﹤0.01%
+108
389
$12K ﹤0.01%
397
-888
390
$12K ﹤0.01%
70
391
$12K ﹤0.01%
243
392
$12K ﹤0.01%
300
393
$11K ﹤0.01%
2,150
394
$11K ﹤0.01%
157
-150
395
$11K ﹤0.01%
221
-681
396
$11K ﹤0.01%
500
397
$11K ﹤0.01%
100
398
$11K ﹤0.01%
443
-1,402
399
$11K ﹤0.01%
75
400
$11K ﹤0.01%
+100
14 15
16
17 18