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
501
$6K ﹤0.01%
+88
502
$6K ﹤0.01%
+40
503
$6K ﹤0.01%
+67
504
$6K ﹤0.01%
116
+12
505
$6K ﹤0.01%
57
+9
506
$6K ﹤0.01%
+62
507
$6K ﹤0.01%
+27
508
$6K ﹤0.01%
+272
509
$6K ﹤0.01%
+335
510
$5K ﹤0.01%
+62
511
$5K ﹤0.01%
262
512
$5K ﹤0.01%
504
513
$5K ﹤0.01%
+14
514
$5K ﹤0.01%
46
515
$5K ﹤0.01%
92
-1,247
516
– –
0
517
$5K ﹤0.01%
+120
518
$5K ﹤0.01%
+46
519
$5K ﹤0.01%
+225
520
$5K ﹤0.01%
+79
521
$5K ﹤0.01%
+12
522
$5K ﹤0.01%
+53
523
$4K ﹤0.01%
+512
524
$4K ﹤0.01%
93
525
$4K ﹤0.01%
1,591
19 20
21
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