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
451
$5K ﹤0.01%
+103
452
$5K ﹤0.01%
+130
453
$5K ﹤0.01%
+175
454
$5K ﹤0.01%
+16
455
$5K ﹤0.01%
+207
456
$5K ﹤0.01%
+22
457
$5K ﹤0.01%
+60
458
$5K ﹤0.01%
+58
459
$5K ﹤0.01%
+129
460
$5K ﹤0.01%
+32
461
$4K ﹤0.01%
+100
462
$4K ﹤0.01%
+46
463
$4K ﹤0.01%
+232
464
$4K ﹤0.01%
+93
465
$4K ﹤0.01%
+115
466
$4K ﹤0.01%
+31
467
$4K ﹤0.01%
+59
468
$4K ﹤0.01%
+1,591
469
$4K ﹤0.01%
+127
470
$4K ﹤0.01%
+39
471
$4K ﹤0.01%
+57
472
$4K ﹤0.01%
+87
473
$4K ﹤0.01%
+100
474
$4K ﹤0.01%
+115
475
$4K ﹤0.01%
+403
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