DWM
Destination Wealth Management Portfolio holdings
AUM
$3.41B
1-Year Return
10.63%
This Quarter Return
+2.31%
1 Year Return
+10.63%
3 Year Return
+43.81%
5 Year Return
+68.55%
10 Year Return
+151.75%
AUM
$1.67B
AUM Growth
+$21.1M
(+1.3%)
Cap. Flow
-$224M
Cap. Flow
% of AUM
-13.43%
Top 10 Holdings %
Top 10 Hldgs %
41.83%
Holding
700
New
108
Increased
171
Reduced
165
Closed
187
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$20.3M |
| 2 |
Pfizer
PFE
|
$18.2M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$16.4M |
| 4 |
Danaher
DHR
|
$15.8M |
| 5 |
iShares Core 5-10 Year USD Bond ETF
IMTB
|
$11.9M |
Top Sells
| 1 |
Adobe
ADBE
|
$121M |
| 2 |
Toyota
TM
|
$45.2M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$37.1M |
| 4 |
Kimberly-Clark
KMB
|
$29.5M |
| 5 |
Costco
COST
|
$24.3M |
Sector Composition
| 1 | Healthcare | 8.93% |
| 2 | Technology | 7.13% |
| 3 | Financials | 5.39% |
| 4 | Consumer Staples | 5.21% |
| 5 | Communication Services | 4.78% |
