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
451
$5K ﹤0.01%
+205
452
$5K ﹤0.01%
+172
453
$5K ﹤0.01%
+130
454
$5K ﹤0.01%
+175
455
$5K ﹤0.01%
+32
456
$5K ﹤0.01%
+16
457
$5K ﹤0.01%
+207
458
$5K ﹤0.01%
+22
459
$5K ﹤0.01%
+60
460
$5K ﹤0.01%
+129
461
$4K ﹤0.01%
+403
462
$4K ﹤0.01%
+236
463
$4K ﹤0.01%
+19
464
$4K ﹤0.01%
+1,591
465
$4K ﹤0.01%
+127
466
$4K ﹤0.01%
+39
467
$4K ﹤0.01%
+57
468
$4K ﹤0.01%
+87
469
$4K ﹤0.01%
+100
470
$4K ﹤0.01%
+115
471
$4K ﹤0.01%
+100
472
$4K ﹤0.01%
+46
473
$4K ﹤0.01%
+232
474
$4K ﹤0.01%
+93
475
$4K ﹤0.01%
+115
17 18
19
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