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
$1.8B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$4.09M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.3M
5
ABT icon
Abbott
ABT
+$2.09M

Top Sells

1
+$5.46M
2
+$3.09M
3
+$2.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.11M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.07M

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
401
$20K ﹤0.01%
+657
402
$20K ﹤0.01%
190
+90
403
$20K ﹤0.01%
114
+101
404
$20K ﹤0.01%
1,100
405
$19K ﹤0.01%
800
406
$19K ﹤0.01%
+220
407
$19K ﹤0.01%
+192
408
$19K ﹤0.01%
305
409
$19K ﹤0.01%
+2,000
410
$18K ﹤0.01%
501
-546
411
$18K ﹤0.01%
254
412
$18K ﹤0.01%
513
-899
413
$18K ﹤0.01%
758
-108
414
$17K ﹤0.01%
+564
415
$17K ﹤0.01%
500
-1,568
416
$17K ﹤0.01%
316
+170
417
$16K ﹤0.01%
+930
418
$16K ﹤0.01%
+2,150
419
$16K ﹤0.01%
+110
420
$16K ﹤0.01%
400
421
$16K ﹤0.01%
+500
422
$16K ﹤0.01%
243
423
$16K ﹤0.01%
776
-1,194
424
$15K ﹤0.01%
452
-728
425
$15K ﹤0.01%
+111
15 16
17
18 19