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
$1.78B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$11.4M
3
+$8.96M
4
V icon
Visa
V
+$8.9M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.04M

Top Sells

1
+$115M
2
+$9.17M
3
+$8.49M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.5M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.78M

Sector Composition

1 Healthcare 9.83%
2 Technology 7.16%
3 Financials 6.48%
4 Consumer Staples 5.8%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22K ﹤0.01%
1,000
377
$22K ﹤0.01%
+404
378
$21K ﹤0.01%
936
-2,566
379
$21K ﹤0.01%
+1,519
380
$21K ﹤0.01%
+319
381
$20K ﹤0.01%
400
382
$20K ﹤0.01%
985
383
$20K ﹤0.01%
758
384
$20K ﹤0.01%
+718
385
$20K ﹤0.01%
500
386
$19K ﹤0.01%
+1,143
387
$19K ﹤0.01%
+252
388
$19K ﹤0.01%
+400
389
$19K ﹤0.01%
+203
390
$19K ﹤0.01%
206
+106
391
$18K ﹤0.01%
+290
392
$18K ﹤0.01%
+749
393
$18K ﹤0.01%
+674
394
$18K ﹤0.01%
+690
395
$18K ﹤0.01%
+106
396
$18K ﹤0.01%
516
-854
397
$17K ﹤0.01%
800
398
$17K ﹤0.01%
504
399
$17K ﹤0.01%
+528
400
$17K ﹤0.01%
+798
14 15
16
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