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
426
$15K ﹤0.01%
+70
427
$15K ﹤0.01%
80
428
$15K ﹤0.01%
+500
429
$14K ﹤0.01%
200
430
$14K ﹤0.01%
+200
431
$14K ﹤0.01%
+490
432
$14K ﹤0.01%
+1,145
433
$14K ﹤0.01%
+75
434
$14K ﹤0.01%
167
-176
435
$14K ﹤0.01%
250
436
$13K ﹤0.01%
189
-161
437
$13K ﹤0.01%
408
+39
438
$13K ﹤0.01%
184
+45
439
$13K ﹤0.01%
+136
440
$13K ﹤0.01%
121
441
$13K ﹤0.01%
+100
442
$13K ﹤0.01%
+171
443
$13K ﹤0.01%
146
+33
444
$12K ﹤0.01%
285
445
$12K ﹤0.01%
+302
446
$12K ﹤0.01%
470
-3,148
447
$11K ﹤0.01%
191
-404
448
$11K ﹤0.01%
+250
449
$11K ﹤0.01%
260
-526
450
$11K ﹤0.01%
+550
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