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
$1.64B
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$17.4M
3
+$12.8M
4
TM icon
Toyota
TM
+$11.6M
5
COST icon
Costco
COST
+$11.2M

Top Sells

1
+$82.9M
2
+$46.9M
3
+$34.6M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$30.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.7M

Sector Composition

1 Technology 8.86%
2 Healthcare 6.7%
3 Financials 6.26%
4 Consumer Staples 5.04%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7K ﹤0.01%
+1
427
$7K ﹤0.01%
51
-341,942
428
$7K ﹤0.01%
+131
429
$7K ﹤0.01%
+410
430
$6K ﹤0.01%
+115
431
$6K ﹤0.01%
+32
432
$6K ﹤0.01%
+45
433
$6K ﹤0.01%
+46
434
$6K ﹤0.01%
+337
435
$6K ﹤0.01%
+69
436
$6K ﹤0.01%
+101
437
$6K ﹤0.01%
+262
438
$6K ﹤0.01%
+178
439
$5K ﹤0.01%
+179
440
$5K ﹤0.01%
+59
441
$5K ﹤0.01%
+180
442
$5K ﹤0.01%
+81
443
$5K ﹤0.01%
47
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444
$5K ﹤0.01%
+43
445
$5K ﹤0.01%
+261
446
$5K ﹤0.01%
+102
447
$5K ﹤0.01%
+62
448
$5K ﹤0.01%
+205
449
$5K ﹤0.01%
+172
450
$5K ﹤0.01%
+100
16 17
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