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
26
$25.7M 1.43%
219,627
+7,361
27
$25.5M 1.42%
380,963
+10,506
28
$25.1M 1.4%
487,684
+24,389
29
$24.9M 1.39%
529,988
+24,571
30
$23.3M 1.3%
457,151
+13,942
31
$22.2M 1.23%
529,827
+2,153
32
$18.8M 1.05%
336,210
-4,506
33
$18.3M 1.02%
249,250
+31,841
34
$17.7M 0.99%
245,864
+3,458
35
$17M 0.95%
187,957
-12,783
36
$17M 0.94%
346,113
+11,098
37
$14.8M 0.82%
277,700
+7,499
38
$14.5M 0.81%
188,555
+740
39
$13.6M 0.76%
101,797
-1,003
40
$13.2M 0.73%
520,411
+24,185
41
$12.9M 0.72%
179,879
+5,387
42
$12.5M 0.69%
261,089
+9,537
43
$12.4M 0.69%
79,336
+2,976
44
$12.2M 0.68%
110,857
+4,043
45
$11.6M 0.65%
356,770
+2,896
46
$11.6M 0.65%
290,064
+14,787
47
$11.2M 0.62%
112,634
+444
48
$10.7M 0.6%
637,870
+4,130
49
$9.31M 0.52%
252,584
-11,454
50
$9.1M 0.51%
306,215
-15,551
1
2
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