DWM
Destination Wealth Management Portfolio holdings
AUM
$3.41B
This Quarter Return
+4.34%
1 Year Return
+10.63%
3 Year Return
+43.81%
5 Year Return
+68.55%
10 Year Return
+151.75%
AUM
$1.04B
AUM Growth
+$1.04B
(+16%)
Cap. Flow
+$107M
Cap. Flow
% of AUM
10.3%
Top 10 Holdings %
Top 10 Hldgs %
41.56%
Holding
139
New
26
Increased
51
Reduced
46
Closed
12
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$91.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$47.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$25.6M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$16.9M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$13.4M |
Top Sells
Sector Composition
| 1 | Healthcare | 8.27% |
| 2 | Financials | 6.25% |
| 3 | Technology | 5.42% |
| 4 | Communication Services | 4.28% |
| 5 | Consumer Staples | 3.33% |
