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
$1.78B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$11.4M
3
+$8.96M
4
V icon
Visa
V
+$8.9M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.04M

Top Sells

1
+$115M
2
+$9.17M
3
+$8.49M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.5M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.78M

Sector Composition

1 Healthcare 9.83%
2 Technology 7.16%
3 Financials 6.48%
4 Consumer Staples 5.8%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
55
-495
477
$10K ﹤0.01%
+150
478
$10K ﹤0.01%
+192
479
$10K ﹤0.01%
+536
480
$10K ﹤0.01%
184
-85
481
$10K ﹤0.01%
+122
482
$10K ﹤0.01%
+164
483
$10K ﹤0.01%
+130
484
$10K ﹤0.01%
+454
485
$10K ﹤0.01%
+89
486
$10K ﹤0.01%
+900
487
$9K ﹤0.01%
+510
488
$9K ﹤0.01%
+119
489
$9K ﹤0.01%
289
490
$9K ﹤0.01%
176
+80
491
$9K ﹤0.01%
281
492
$9K ﹤0.01%
+300
493
$9K ﹤0.01%
176
+105
494
$9K ﹤0.01%
283
+92
495
$9K ﹤0.01%
350
496
$9K ﹤0.01%
+71
497
$9K ﹤0.01%
488
498
$9K ﹤0.01%
+206
499
$9K ﹤0.01%
+186
500
$9K ﹤0.01%
+512
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