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
$1.64B
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$47.2M
3
+$37M
4
KMB icon
Kimberly-Clark
KMB
+$33M
5
COST icon
Costco
COST
+$21.5M

Top Sells

1
+$18.8M
2
+$16.2M
3
+$15.8M
4
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$12.4M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$11.6M

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
476
$4K ﹤0.01%
+31
477
$4K ﹤0.01%
+59
478
$3K ﹤0.01%
+53
479
$3K ﹤0.01%
109
-205,532
480
$3K ﹤0.01%
+145
481
$3K ﹤0.01%
+54
482
$3K ﹤0.01%
+14
483
$3K ﹤0.01%
+43
484
$3K ﹤0.01%
+27
485
$3K ﹤0.01%
+500
486
$3K ﹤0.01%
20
-26,385
487
$3K ﹤0.01%
+37
488
$3K ﹤0.01%
+46
489
$3K ﹤0.01%
+56
490
$3K ﹤0.01%
+107
491
$3K ﹤0.01%
+333
492
$3K ﹤0.01%
+59
493
$3K ﹤0.01%
+40
494
$3K ﹤0.01%
+112
495
$2K ﹤0.01%
17
-4,484
496
$2K ﹤0.01%
+17
497
$2K ﹤0.01%
+73
498
$2K ﹤0.01%
+26
499
$2K ﹤0.01%
+54
500
$2K ﹤0.01%
+71
18 19
20
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