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