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
$1.8B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$4.09M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.3M
5
ABT icon
Abbott
ABT
+$2.09M

Top Sells

1
+$5.46M
2
+$3.09M
3
+$2.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.11M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.07M

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
476
$8K ﹤0.01%
+215
477
$8K ﹤0.01%
120
+58
478
$8K ﹤0.01%
393
+391
479
$8K ﹤0.01%
+70
480
$8K ﹤0.01%
+400
481
$8K ﹤0.01%
+133
482
$8K ﹤0.01%
200
483
$7K ﹤0.01%
131
484
$7K ﹤0.01%
+120
485
$7K ﹤0.01%
+151
486
$7K ﹤0.01%
47
487
$7K ﹤0.01%
97
+23
488
$7K ﹤0.01%
79
489
$7K ﹤0.01%
102
+12
490
$7K ﹤0.01%
+102
491
$7K ﹤0.01%
100
492
$7K ﹤0.01%
+172
493
$7K ﹤0.01%
41
494
$7K ﹤0.01%
+481
495
$7K ﹤0.01%
+203
496
$7K ﹤0.01%
152
497
$7K ﹤0.01%
51
-749
498
$7K ﹤0.01%
+117
499
$7K ﹤0.01%
62
500
$7K ﹤0.01%
34
-190
18 19
20
21 22