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
$1.8B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$4.06M
3
+$2.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
ABT icon
Abbott
ABT
+$2.34M

Top Sells

1
+$5.91M
2
+$3.15M
3
+$2.15M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.09M
5
VNQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.77M 0.43%
48,040
+3,054
52
$7.67M 0.43%
143,078
+5,166
53
$7.05M 0.39%
280,488
+73,828
54
$6.91M 0.38%
102,692
+6,447
55
$6.33M 0.35%
18,305
-70
56
$6.24M 0.35%
107,763
-1,997
57
$6.15M 0.34%
530,520
+1,206
58
$6.03M 0.34%
40,063
+359
59
$5.3M 0.29%
51,783
+1,593
60
$5.25M 0.29%
29,083
-707
61
$5.24M 0.29%
95,237
-807
62
$5.04M 0.28%
45,080
+1,418
63
$4.97M 0.28%
93,567
+671
64
$4.85M 0.27%
42,714
-94
65
$4.85M 0.27%
89,947
+2,389
66
$4.84M 0.27%
104,739
+1,826
67
$4.78M 0.27%
57,425
+664
68
$4.27M 0.24%
70,002
-536
69
$4.19M 0.23%
15,681
-3,594
70
$4M 0.22%
172,468
+9,763
71
$3.91M 0.22%
180,010
+10,936
72
$3.67M 0.2%
19,767
+1,769
73
$3.51M 0.2%
31,753
-1,368
74
$3.26M 0.18%
88,942
-6,284
75
$3.15M 0.18%
84,961
-1,373
1 2
3
4 5