DWM

Destination Wealth Management Portfolio holdings

AUM $3.63B
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$204K
2
+$4.7K

Sector Composition

1 Healthcare 8.27%
2 Financials 6.25%
3 Technology 5.42%
4 Communication Services 4.28%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.36%
82,199
52
$3.62M 0.35%
140,558
53
$3.11M 0.3%
94,495
54
$2.94M 0.28%
63,250
55
$2.59M 0.25%
19,481
56
$2.5M 0.24%
98,976
57
$2.47M 0.24%
30,578
58
$2.43M 0.23%
677,965
-56,949
59
$1.96M 0.19%
17,737
60
$1.95M 0.19%
18,667
61
$1.88M 0.18%
36,548
62
$1.74M 0.17%
77,802
63
$1.47M 0.14%
56,527
64
$1.42M 0.14%
39,180
65
$1.35M 0.13%
50,190
66
$1.34M 0.13%
34,588
67
$1.32M 0.13%
16,664
68
$1.27M 0.12%
45,203
69
$1.26M 0.12%
9,919
70
$1.2M 0.11%
10,143
71
$1.18M 0.11%
21,972
72
$1.16M 0.11%
15,831
73
$1.13M 0.11%
5,209
74
$1.1M 0.11%
5,410
75
$1.1M 0.11%
12,021
1 2
3
4 5