DWM
Destination Wealth Management Portfolio holdings
AUM
$3.41B
1-Year Return
10.63%
This Quarter Return
+6.29%
1 Year Return
+10.63%
3 Year Return
+43.81%
5 Year Return
+68.55%
10 Year Return
+151.75%
AUM
$1.8B
AUM Growth
+$132M
(+7.9%)
Cap. Flow
+$32.9M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
40.76%
Holding
797
New
283
Increased
198
Reduced
116
Closed
80
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.16M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.06M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.41M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.4M |
| 5 |
Abbott
ABT
|
$2.34M |
Top Sells
| 1 |
Apple
AAPL
|
$5.91M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.15M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$2.15M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$2.09M |
| 5 |
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% |
