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%
+12
527
$1K ﹤0.01%
+33
528
$1K ﹤0.01%
+55
529
$1K ﹤0.01%
+41
530
$1K ﹤0.01%
+15
531
$1K ﹤0.01%
+20
532
$1K ﹤0.01%
+40
533
$1K ﹤0.01%
+13
534
$1K ﹤0.01%
+153
535
$1K ﹤0.01%
+300
536
$1K ﹤0.01%
+20
537
$1K ﹤0.01%
+14
538
$1K ﹤0.01%
+14
539
$1K ﹤0.01%
+14
540
$1K ﹤0.01%
+31
541
$1K ﹤0.01%
+44
542
$1K ﹤0.01%
+18
543
$1K ﹤0.01%
+10
544
$1K ﹤0.01%
+100
545
$1K ﹤0.01%
+11
546
$1K ﹤0.01%
+56
547
$1K ﹤0.01%
+272
548
$1K ﹤0.01%
+49
549
$1K ﹤0.01%
55
-156,192
550
$1K ﹤0.01%
69
-54,692
20 21
22
23 24