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
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%
97
+23
484
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79
485
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102
+12
486
$7K ﹤0.01%
+102
487
$7K ﹤0.01%
100
488
$7K ﹤0.01%
+172
489
$7K ﹤0.01%
131
490
$7K ﹤0.01%
41
491
$7K ﹤0.01%
+481
492
$7K ﹤0.01%
+203
493
$7K ﹤0.01%
+120
494
$7K ﹤0.01%
+151
495
$7K ﹤0.01%
47
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
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