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
151
$198K 0.01%
5,709
+95
152
$195K 0.01%
+26,542
153
$194K 0.01%
3,211
+1,003
154
$193K 0.01%
4,392
+43
155
$188K 0.01%
706
-5
156
$185K 0.01%
+2,400
157
$185K 0.01%
8,290
-1,646
158
$184K 0.01%
1,098
-353
159
$177K 0.01%
6,424
+1,773
160
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1,183
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161
$176K 0.01%
1,940
-150
162
$175K 0.01%
3,166
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163
$174K 0.01%
4,939
164
$172K 0.01%
1,324
-571
165
$172K 0.01%
3,032
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166
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167
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168
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3,624
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169
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3,092
-296
170
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171
$162K 0.01%
1,936
172
$161K 0.01%
4,290
-4,480
173
$160K 0.01%
2,000
-50
174
$159K 0.01%
12,054
+873
175
$158K 0.01%
3,309
5 6
7
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