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
676
$1K ﹤0.01%
+13
677
$1K ﹤0.01%
39
678
$1K ﹤0.01%
+5
679
$1K ﹤0.01%
+22
680
$1K ﹤0.01%
+13
681
$1K ﹤0.01%
45
682
$1K ﹤0.01%
+16
683
$1K ﹤0.01%
+21
684
$1K ﹤0.01%
24
-301
685
$0 ﹤0.01%
63
-186
686
– –
-241
687
– –
-155
688
– –
-755
689
– –
-175
690
– –
-32
691
– –
-78
692
– –
-176
693
– –
-36
694
$0 ﹤0.01%
+13
695
$0 ﹤0.01%
+4
696
$0 ﹤0.01%
+4
697
$0 ﹤0.01%
+5
698
– –
-95
699
$0 ﹤0.01%
10
-147
700
$0 ﹤0.01%
+11
26 27
28
29 30