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
526
$4K ﹤0.01%
25
-25
527
$4K ﹤0.01%
+56
528
$4K ﹤0.01%
+205
529
$4K ﹤0.01%
151
530
$4K ﹤0.01%
+94
531
$4K ﹤0.01%
+266
532
$4K ﹤0.01%
+21
533
$4K ﹤0.01%
+32
534
$4K ﹤0.01%
+67
535
$4K ﹤0.01%
+209
536
$3K ﹤0.01%
27
537
$3K ﹤0.01%
65
+60
538
$3K ﹤0.01%
+77
539
$3K ﹤0.01%
+33
540
$3K ﹤0.01%
+100
541
$3K ﹤0.01%
314
542
$3K ﹤0.01%
122
-331
543
$3K ﹤0.01%
+46
544
$3K ﹤0.01%
+145
545
$3K ﹤0.01%
+69
546
$3K ﹤0.01%
+111
547
$3K ﹤0.01%
45
548
$3K ﹤0.01%
+32
549
$3K ﹤0.01%
+81
550
$3K ﹤0.01%
+143
20 21
22
23 24