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
$1.64B
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$17.4M
3
+$12.8M
4
TM icon
Toyota
TM
+$11.6M
5
COST icon
Costco
COST
+$11.2M

Top Sells

1
+$82.9M
2
+$46.9M
3
+$34.6M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$30.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.7M

Sector Composition

1 Technology 8.86%
2 Healthcare 6.7%
3 Financials 6.26%
4 Consumer Staples 5.04%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
+100
402
$9K ﹤0.01%
153
-12,810
403
$9K ﹤0.01%
+252
404
$9K ﹤0.01%
+66
405
$9K ﹤0.01%
+168
406
$9K ﹤0.01%
+75
407
$9K ﹤0.01%
+417
408
$9K ﹤0.01%
+57
409
$9K ﹤0.01%
+150
410
$9K ﹤0.01%
+110
411
$9K ﹤0.01%
+193
412
$9K ﹤0.01%
+100
413
$8K ﹤0.01%
+146
414
$8K ﹤0.01%
121
-6,280
415
$8K ﹤0.01%
+70
416
$8K ﹤0.01%
+400
417
$8K ﹤0.01%
+350
418
$8K ﹤0.01%
+124
419
$8K ﹤0.01%
+138
420
$8K ﹤0.01%
+115
421
$8K ﹤0.01%
+533
422
$8K ﹤0.01%
+8
423
$7K ﹤0.01%
+127
424
$7K ﹤0.01%
+200
425
$7K ﹤0.01%
+504
15 16
17
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