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
551
$3K ﹤0.01%
+26
552
$3K ﹤0.01%
113
553
$3K ﹤0.01%
+90
554
$3K ﹤0.01%
115
555
$3K ﹤0.01%
+205
556
$3K ﹤0.01%
+72
557
$3K ﹤0.01%
+41
558
$3K ﹤0.01%
+5
559
$3K ﹤0.01%
+1,000
560
$3K ﹤0.01%
65
+60
561
$2K ﹤0.01%
+21
562
$2K ﹤0.01%
+8
563
$2K ﹤0.01%
+19
564
$2K ﹤0.01%
+16
565
$2K ﹤0.01%
+28
566
$2K ﹤0.01%
+15
567
$2K ﹤0.01%
+16
568
$2K ﹤0.01%
+46
569
$2K ﹤0.01%
+21
570
$2K ﹤0.01%
+42
571
$2K ﹤0.01%
+66
572
$2K ﹤0.01%
+50
573
$2K ﹤0.01%
+19
574
$2K ﹤0.01%
+32
575
$2K ﹤0.01%
+57
21 22
23
24 25