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

Top Buys

1
+$17.6M
2
+$17.4M
3
+$12.8M
4
TM icon
Toyota
TM
+$11.6M
5
COST icon
Costco
COST
+$11.2M

Top Sells

1
+$82.9M
2
+$46.9M
3
+$34.6M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$30.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.7M

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
551
$1K ﹤0.01%
69
-54,692
552
$1K ﹤0.01%
+68
553
$1K ﹤0.01%
+29
554
$1K ﹤0.01%
+70
555
$1K ﹤0.01%
+80
556
$1K ﹤0.01%
+24
557
$1K ﹤0.01%
+46
558
$1K ﹤0.01%
+56
559
$1K ﹤0.01%
+67
560
$1K ﹤0.01%
9
-22,387
561
$1K ﹤0.01%
+77
562
$1K ﹤0.01%
+125
563
$1K ﹤0.01%
+14
564
$1K ﹤0.01%
+30
565
$1K ﹤0.01%
+9
566
$1K ﹤0.01%
+13
567
$1K ﹤0.01%
+12
568
$1K ﹤0.01%
+25
569
$1K ﹤0.01%
+100
570
$1K ﹤0.01%
+23
571
$1K ﹤0.01%
+28
572
$1K ﹤0.01%
+14
573
$0 ﹤0.01%
+4
574
$0 ﹤0.01%
+7
575
$0 ﹤0.01%
+9
20 21 22
23
24