DWM
Destination Wealth Management Portfolio holdings
AUM
$3.41B
1-Year Return
10.63%
This Quarter Return
-0.66%
1 Year Return
+10.63%
3 Year Return
+43.81%
5 Year Return
+68.55%
10 Year Return
+151.75%
AUM
$3.17B
AUM Growth
-$23.9M
(-0.75%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
29.84%
Holding
245
New
16
Increased
106
Reduced
99
Closed
9
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.02M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$5.66M |
| 3 |
Palantir
PLTR
|
$4.09M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.87M |
| 5 |
NVIDIA
NVDA
|
$3.77M |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$16.9M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$8.02M |
| 3 |
Apple
AAPL
|
$6.25M |
| 4 |
JPMorgan Chase
JPM
|
$2.17M |
| 5 |
Visa
V
|
$1.81M |
Sector Composition
| 1 | Technology | 11.92% |
| 2 | Financials | 11.25% |
| 3 | Healthcare | 8.38% |
| 4 | Consumer Staples | 5.73% |
| 5 | Consumer Discretionary | 5.11% |
