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

Top Buys

1
+$17.6M
2
+$17.4M
3
+$12.8M
4
TM icon
Toyota
TM
+$11.6M
5
COST icon
Costco
COST
+$11.2M

Top Sells

1
+$82.9M
2
+$46.9M
3
+$34.6M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$30.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.7M

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%
+236
477
$4K ﹤0.01%
+19
478
$3K ﹤0.01%
+145
479
$3K ﹤0.01%
+53
480
$3K ﹤0.01%
109
-205,532
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%
+100
497
$2K ﹤0.01%
+17
498
$2K ﹤0.01%
+73
499
$2K ﹤0.01%
+26
500
$2K ﹤0.01%
+54
18 19
20
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