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

Top Buys

1
+$7.16M
2
+$4.06M
3
+$2.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
ABT icon
Abbott
ABT
+$2.34M

Top Sells

1
+$5.91M
2
+$3.15M
3
+$2.15M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.09M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.06M

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%
201
402
$20K ﹤0.01%
+657
403
$20K ﹤0.01%
190
+90
404
$20K ﹤0.01%
114
+101
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%
254
411
$18K ﹤0.01%
513
-899
412
$18K ﹤0.01%
758
-108
413
$18K ﹤0.01%
501
-546
414
$17K ﹤0.01%
500
-1,568
415
$17K ﹤0.01%
316
+170
416
$17K ﹤0.01%
+564
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