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
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
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+21
533
$4K ﹤0.01%
+32
534
$4K ﹤0.01%
+67
535
$4K ﹤0.01%
+209
536
$3K ﹤0.01%
314
537
$3K ﹤0.01%
+77
538
$3K ﹤0.01%
27
539
$3K ﹤0.01%
+33
540
$3K ﹤0.01%
+100
541
$3K ﹤0.01%
122
-331
542
$3K ﹤0.01%
+46
543
$3K ﹤0.01%
+145
544
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+69
545
$3K ﹤0.01%
+111
546
$3K ﹤0.01%
45
547
$3K ﹤0.01%
+32
548
$3K ﹤0.01%
+81
549
$3K ﹤0.01%
+143
550
$3K ﹤0.01%
+31
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