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
76
$2.87M 0.16%
7,723
+1,931
77
$2.75M 0.15%
27,500
+3,260
78
$2.72M 0.15%
95,581
-10,235
79
$2.5M 0.14%
213,012
-7,788
80
$2.48M 0.14%
30,691
-25,568
81
$2.38M 0.13%
90,276
+1,198
82
$2.38M 0.13%
8,182
+804
83
$2.31M 0.13%
12,811
-227
84
$2.26M 0.13%
60,883
-57,953
85
$2.19M 0.12%
21,530
-48
86
$2.12M 0.12%
39,774
+3,740
87
$1.97M 0.11%
66,195
+1,193
88
$1.78M 0.1%
36,400
+1,317
89
$1.77M 0.1%
17,573
90
$1.65M 0.09%
27,610
+552
91
$1.54M 0.09%
31,312
+4
92
$1.42M 0.08%
84,760
+4,040
93
$1.37M 0.08%
12,015
+1,620
94
$1.32M 0.07%
8,293
+1,509
95
$1.29M 0.07%
8,956
+147
96
$1.24M 0.07%
+601,498
97
$1.16M 0.06%
165,560
+20,840
98
$1.16M 0.06%
23,861
-727
99
$1.05M 0.06%
+94,506
100
$1.01M 0.06%
6,163
+3,956
2 3
4
5 6