DWM
Destination Wealth Management Portfolio holdings
AUM
$3.82B
1-Year Est. Return
13.95%
This Fund
S&P 500
1 Year Est. Return
+13.95%
AUM
$1.5B
AUM Growth
+$47M
(+3.2%)
Holding
169
Top Buys
| 1 | +$19.2M | |
| 2 | +$13.9M | |
| 3 | +$9.28M | |
| 4 |
iShares Government/Credit Bond ETF
GBF
|
+$9.12M |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$5.54M |
Top Sells
| 1 | +$46.1M | |
| 2 | +$11.4M | |
| 3 | +$2.95M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.11M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$888K |
Sector Composition
| 1 | Healthcare | 8.09% |
| 2 | Technology | 6.01% |
| 3 | Financials | 5.78% |
| 4 | Communication Services | 4.84% |
| 5 | Consumer Staples | 4.05% |