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
451
$11K ﹤0.01%
+711
452
$11K ﹤0.01%
+102
453
$11K ﹤0.01%
231
454
$11K ﹤0.01%
+138
455
$11K ﹤0.01%
42
456
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235
-133
457
$11K ﹤0.01%
146
+13
458
$11K ﹤0.01%
79
+15
459
$10K ﹤0.01%
+190
460
$10K ﹤0.01%
309
+57
461
$10K ﹤0.01%
+435
462
$10K ﹤0.01%
+376
463
$10K ﹤0.01%
+100
464
$10K ﹤0.01%
175
-599
465
$10K ﹤0.01%
+198
466
$10K ﹤0.01%
124
467
$9K ﹤0.01%
289
-131
468
$9K ﹤0.01%
122
-759
469
$9K ﹤0.01%
78
-135
470
$9K ﹤0.01%
310
471
$9K ﹤0.01%
+388
472
$9K ﹤0.01%
+142
473
$9K ﹤0.01%
350
474
$9K ﹤0.01%
138
475
$9K ﹤0.01%
98
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