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
576
$2K ﹤0.01%
+35
577
$2K ﹤0.01%
+12
578
$2K ﹤0.01%
54
-350
579
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+89
580
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21
-31
581
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+68
582
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+11
583
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+16
584
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124
585
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+28
586
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+12
587
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150
+70
588
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+50
589
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+19
590
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15
591
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+12
592
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333
593
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+230
594
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+37
595
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32
-168
596
$2K ﹤0.01%
113
597
$2K ﹤0.01%
+67
598
$2K ﹤0.01%
+48
599
$2K ﹤0.01%
+89
600
$2K ﹤0.01%
+28
22 23
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