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
$1.78B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$11.4M
3
+$8.96M
4
V icon
Visa
V
+$8.9M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.04M

Top Sells

1
+$115M
2
+$9.17M
3
+$8.49M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.5M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.78M

Sector Composition

1 Healthcare 9.83%
2 Technology 7.16%
3 Financials 6.48%
4 Consumer Staples 5.8%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K ﹤0.01%
192
402
$17K ﹤0.01%
200
+100
403
$17K ﹤0.01%
+140
404
$17K ﹤0.01%
400
-550
405
$17K ﹤0.01%
+1,800
406
$17K ﹤0.01%
140
-61
407
$16K ﹤0.01%
117
-689
408
$16K ﹤0.01%
+305
409
$16K ﹤0.01%
500
410
$16K ﹤0.01%
629
-509
411
$16K ﹤0.01%
1,438
+362
412
$16K ﹤0.01%
+706
413
$16K ﹤0.01%
500
414
$15K ﹤0.01%
116
+56
415
$15K ﹤0.01%
+86
416
$15K ﹤0.01%
+100
417
$15K ﹤0.01%
+529
418
$15K ﹤0.01%
+143
419
$14K ﹤0.01%
370
+1
420
$14K ﹤0.01%
189
-134
421
$14K ﹤0.01%
+110
422
$14K ﹤0.01%
+562
423
$14K ﹤0.01%
+535
424
$14K ﹤0.01%
+500
425
$14K ﹤0.01%
+510
15 16
17
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