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
$1.64B
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$47.2M
3
+$37M
4
KMB icon
Kimberly-Clark
KMB
+$33M
5
COST icon
Costco
COST
+$21.5M

Top Sells

1
+$18.8M
2
+$16.2M
3
+$15.8M
4
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$12.4M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$11.6M

Sector Composition

1 Technology 8.86%
2 Healthcare 6.7%
3 Financials 6.26%
4 Consumer Staples 5.04%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
+20
527
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+40
528
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+13
529
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+153
530
$1K ﹤0.01%
+300
531
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+20
532
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533
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534
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535
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+18
536
$1K ﹤0.01%
+10
537
$1K ﹤0.01%
+100
538
$1K ﹤0.01%
+22
539
$1K ﹤0.01%
+16
540
$1K ﹤0.01%
+89
541
$1K ﹤0.01%
+224
542
$1K ﹤0.01%
+5
543
$1K ﹤0.01%
+100
544
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+19
545
$1K ﹤0.01%
+31
546
$1K ﹤0.01%
+44
547
$1K ﹤0.01%
+11
548
$1K ﹤0.01%
+56
549
$1K ﹤0.01%
+272
550
$1K ﹤0.01%
+49
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