DWM
Destination Wealth Management Portfolio holdings
AUM
$3.41B
This Quarter Return
-0.15%
1 Year Return
+10.63%
3 Year Return
+43.81%
5 Year Return
+68.55%
10 Year Return
+151.75%
AUM
$3.2B
AUM Growth
+$3.2B
(-0.87%)
Cap. Flow
+$56M
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
29.88%
Holding
237
New
17
Increased
115
Reduced
83
Closed
8
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$6.92M |
| 2 |
Tesla
TSLA
|
$3.77M |
| 3 |
Novo Nordisk
NVO
|
$3.2M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.1M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$2.29M |
Top Sells
| 1 |
Palantir
PLTR
|
$3.31M |
| 2 |
iShares Expanded Tech Sector ETF
IGM
|
$2.84M |
| 3 |
Costco
COST
|
$2.57M |
| 4 |
Apple
AAPL
|
$2.39M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.36M |
Sector Composition
| 1 | Technology | 12.83% |
| 2 | Financials | 11.03% |
| 3 | Healthcare | 7.83% |
| 4 | Consumer Staples | 5.61% |
| 5 | Consumer Discretionary | 5.37% |
