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

Top Buys

1
+$101M
2
+$47.2M
3
+$37M
4
KMB icon
Kimberly-Clark
KMB
+$33M
5
COST icon
Costco
COST
+$21.5M

Top Sells

1
+$18.8M
2
+$16.2M
3
+$15.8M
4
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$12.4M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$11.6M

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%
+262
431
$6K ﹤0.01%
+178
432
$6K ﹤0.01%
+115
433
$6K ﹤0.01%
+32
434
$6K ﹤0.01%
+45
435
$6K ﹤0.01%
+46
436
$6K ﹤0.01%
+337
437
$6K ﹤0.01%
+69
438
$6K ﹤0.01%
+101
439
$5K ﹤0.01%
+100
440
$5K ﹤0.01%
+58
441
$5K ﹤0.01%
+103
442
$5K ﹤0.01%
+179
443
$5K ﹤0.01%
+59
444
$5K ﹤0.01%
+180
445
$5K ﹤0.01%
+81
446
$5K ﹤0.01%
47
-9,857
447
$5K ﹤0.01%
+43
448
$5K ﹤0.01%
+261
449
$5K ﹤0.01%
+102
450
$5K ﹤0.01%
+62
16 17
18
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