DWM
Destination Wealth Management Portfolio holdings
AUM
$3.63B
1-Year Est. Return
10.82%
1 Year Est. Return
+10.82%
AUM
$1.78B
AUM Growth
+$116M
(+7%)
Holding
758
Top Buys
| 1 | +$29.1M | |
| 2 | +$11.5M | |
| 3 | +$9.65M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$9.03M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$8.18M |
Top Sells
| 1 | +$117M | |
| 2 | +$9.54M | |
| 3 | +$8.84M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$4.62M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$2.85M |
Sector Composition
| 1 | Healthcare | 9.83% |
| 2 | Technology | 7.16% |
| 3 | Financials | 6.48% |
| 4 | Consumer Staples | 5.8% |
| 5 | Communication Services | 5.18% |