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
$1.67B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18M
3
+$16.4M
4
DHR icon
Danaher
DHR
+$16M
5
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$11.9M

Top Sells

1
+$118M
2
+$46.3M
3
+$36.9M
4
KMB icon
Kimberly-Clark
KMB
+$29.1M
5
COST icon
Costco
COST
+$23M

Sector Composition

1 Healthcare 8.93%
2 Technology 7.13%
3 Financials 5.39%
4 Consumer Staples 5.21%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
+500
402
$9K ﹤0.01%
88
+45
403
$9K ﹤0.01%
192
-7,779
404
$9K ﹤0.01%
310
-65
405
$9K ﹤0.01%
92
-69
406
$9K ﹤0.01%
64
407
$9K ﹤0.01%
30
-100
408
$9K ﹤0.01%
58
+26
409
$9K ﹤0.01%
150
-7
410
$9K ﹤0.01%
124
+105
411
$8K ﹤0.01%
50
-1,009
412
$8K ﹤0.01%
+136
413
$8K ﹤0.01%
350
414
$8K ﹤0.01%
138
415
$8K ﹤0.01%
152
+96
416
$8K ﹤0.01%
+200
417
$7K ﹤0.01%
504
+490
418
$7K ﹤0.01%
+314
419
$7K ﹤0.01%
+100
420
$7K ﹤0.01%
45
421
$7K ﹤0.01%
131
+104
422
$7K ﹤0.01%
63
-94,443
423
$7K ﹤0.01%
+300
424
$7K ﹤0.01%
98
+94
425
$7K ﹤0.01%
62
-63
15 16
17
18 19