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
$1.78B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$11.4M
3
+$8.96M
4
V icon
Visa
V
+$8.9M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.04M

Top Sells

1
+$115M
2
+$9.17M
3
+$8.49M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.5M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.78M

Sector Composition

1 Healthcare 9.83%
2 Technology 7.16%
3 Financials 6.48%
4 Consumer Staples 5.8%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5K ﹤0.01%
+200
552
$4K ﹤0.01%
+100
553
$4K ﹤0.01%
293
554
$4K ﹤0.01%
+161
555
$4K ﹤0.01%
+21
556
$4K ﹤0.01%
103
557
$4K ﹤0.01%
14
558
$4K ﹤0.01%
+244
559
$4K ﹤0.01%
1,591
560
$4K ﹤0.01%
+200
561
$4K ﹤0.01%
+24
562
$4K ﹤0.01%
+500
563
$4K ﹤0.01%
115
564
$4K ﹤0.01%
+211
565
$3K ﹤0.01%
113
566
$3K ﹤0.01%
+58
567
$3K ﹤0.01%
27
568
$3K ﹤0.01%
+46
569
$3K ﹤0.01%
36
-417
570
$3K ﹤0.01%
+19
571
$3K ﹤0.01%
+36
572
$3K ﹤0.01%
43
-200
573
$3K ﹤0.01%
225
574
$3K ﹤0.01%
+43
575
$3K ﹤0.01%
230
21 22
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