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
551
$3K ﹤0.01%
+31
552
$3K ﹤0.01%
+26
553
$3K ﹤0.01%
109
554
$3K ﹤0.01%
+90
555
$3K ﹤0.01%
115
556
$3K ﹤0.01%
+205
557
$3K ﹤0.01%
+72
558
$3K ﹤0.01%
+41
559
$3K ﹤0.01%
+1,000
560
$3K ﹤0.01%
+5
561
$2K ﹤0.01%
32
-168
562
$2K ﹤0.01%
75
563
$2K ﹤0.01%
+67
564
$2K ﹤0.01%
+89
565
$2K ﹤0.01%
+28
566
$2K ﹤0.01%
39
567
$2K ﹤0.01%
+19
568
$2K ﹤0.01%
+16
569
$2K ﹤0.01%
+19
570
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15
571
$2K ﹤0.01%
+12
572
$2K ﹤0.01%
+21
573
$2K ﹤0.01%
+28
574
$2K ﹤0.01%
+15
575
$2K ﹤0.01%
+16
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