DWM
Destination Wealth Management Portfolio holdings
AUM
$3.41B
This Quarter Return
+0.79%
1 Year Return
+10.63%
3 Year Return
+43.81%
5 Year Return
+68.55%
10 Year Return
+151.75%
AUM
$923M
AUM Growth
+$923M
(-6.7%)
Cap. Flow
-$70.8M
Cap. Flow
% of AUM
-7.68%
Top 10 Holdings %
Top 10 Hldgs %
42.07%
Holding
122
New
2
Increased
33
Reduced
60
Closed
19
Top Buys
Top Sells
| 1 |
iShares MSCI Germany ETF
EWG
|
$16M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$15.1M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$11.2M |
| 4 |
NUAN
Nuance Communications, Inc.
NUAN
|
$2.89M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.36M |
Sector Composition
| 1 | Healthcare | 9.03% |
| 2 | Financials | 6.7% |
| 3 | Technology | 6.66% |
| 4 | Energy | 3.5% |
| 5 | Consumer Staples | 2.46% |
