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
451
$11K ﹤0.01%
167
+88
452
$11K ﹤0.01%
+141
453
$11K ﹤0.01%
80
-74
454
$11K ﹤0.01%
121
455
$11K ﹤0.01%
250
456
$11K ﹤0.01%
+93
457
$11K ﹤0.01%
+215
458
$11K ﹤0.01%
+375
459
$11K ﹤0.01%
550
-370
460
$11K ﹤0.01%
+200
461
$11K ﹤0.01%
324
+124
462
$11K ﹤0.01%
106
+35
463
$11K ﹤0.01%
+1,000
464
$11K ﹤0.01%
118
+28
465
$10K ﹤0.01%
86
+8
466
$10K ﹤0.01%
435
467
$10K ﹤0.01%
+280
468
$10K ﹤0.01%
+128
469
$10K ﹤0.01%
+139
470
$10K ﹤0.01%
+304
471
$10K ﹤0.01%
+206
472
$10K ﹤0.01%
+56
473
$10K ﹤0.01%
+354
474
$10K ﹤0.01%
+100
475
$10K ﹤0.01%
164
-1,392
17 18
19
20 21