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
126
$348K 0.02%
8,484
+597
127
$342K 0.02%
4,698
-484
128
$325K 0.02%
1,974
+1,233
129
$322K 0.02%
+16,000
130
$317K 0.02%
16,434
-1,824
131
$310K 0.02%
3,869
-706
132
$309K 0.02%
10,482
+3,356
133
$289K 0.02%
2,616
+352
134
$287K 0.02%
9,977
-481
135
$281K 0.02%
2,621
+1,443
136
$277K 0.02%
1,725
+1,175
137
$275K 0.02%
5,366
+633
138
$265K 0.01%
4,569
+4,377
139
$258K 0.01%
11,258
+7,720
140
$252K 0.01%
8,058
+183
141
$249K 0.01%
8,758
-18
142
$248K 0.01%
920
143
$238K 0.01%
1,151
+511
144
$227K 0.01%
1,349
+703
145
$220K 0.01%
2,642
-68
146
$217K 0.01%
4,257
+2,812
147
$209K 0.01%
2,312
-505
148
$202K 0.01%
+820
149
$201K 0.01%
+2,040
150
$199K 0.01%
3,212
+505
4 5
6
7 8