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
$1.67B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18M
3
+$16.4M
4
DHR icon
Danaher
DHR
+$16M
5
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$11.9M

Top Sells

1
+$118M
2
+$46.3M
3
+$36.9M
4
KMB icon
Kimberly-Clark
KMB
+$29.1M
5
COST icon
Costco
COST
+$23M

Sector Composition

1 Healthcare 8.93%
2 Technology 7.13%
3 Financials 5.39%
4 Consumer Staples 5.21%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
1,591
+1,286
452
$4K ﹤0.01%
78
+58
453
$4K ﹤0.01%
+77
454
$4K ﹤0.01%
+151
455
$4K ﹤0.01%
30
-170
456
$4K ﹤0.01%
+78
457
$4K ﹤0.01%
262
+237
458
$3K ﹤0.01%
+21
459
$3K ﹤0.01%
+80
460
$3K ﹤0.01%
+34
461
$3K ﹤0.01%
+22
462
$3K ﹤0.01%
27
-247
463
$3K ﹤0.01%
27
-197
464
$3K ﹤0.01%
+31
465
$3K ﹤0.01%
+50
466
$3K ﹤0.01%
22
-24
467
$3K ﹤0.01%
113
+3
468
$2K ﹤0.01%
+37
469
$2K ﹤0.01%
36
-110
470
$2K ﹤0.01%
+42
471
$2K ﹤0.01%
+55
472
$2K ﹤0.01%
+25
473
$2K ﹤0.01%
+124
474
$2K ﹤0.01%
+173
475
$2K ﹤0.01%
+51
17 18
19
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