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
426
$14K ﹤0.01%
156
427
$14K ﹤0.01%
+253
428
$14K ﹤0.01%
+522
429
$13K ﹤0.01%
+105
430
$13K ﹤0.01%
+250
431
$13K ﹤0.01%
+200
432
$13K ﹤0.01%
2,150
433
$13K ﹤0.01%
+106
434
$13K ﹤0.01%
254
435
$13K ﹤0.01%
400
436
$13K ﹤0.01%
+503
437
$12K ﹤0.01%
108
+56
438
$12K ﹤0.01%
+173
439
$12K ﹤0.01%
+467
440
$12K ﹤0.01%
+122
441
$12K ﹤0.01%
100
442
$12K ﹤0.01%
70
-62
443
$12K ﹤0.01%
+401
444
$12K ﹤0.01%
266
-456
445
$12K ﹤0.01%
+480
446
$12K ﹤0.01%
+202
447
$11K ﹤0.01%
+452
448
$11K ﹤0.01%
+332
449
$11K ﹤0.01%
+222
450
$11K ﹤0.01%
355
+318
16 17
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