DWM

Destination Wealth Management Portfolio holdings

AUM $3.82B
1-Year Est. Return 13.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.1M
3
+$12.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.05M
5
MCD icon
McDonald's
MCD
+$5.51M

Top Sells

1
+$37.7M
2
+$11.3M
3
+$8.68M
4
AAPL icon
Apple
AAPL
+$6.79M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.58M

Sector Composition

1 Technology 9.16%
2 Healthcare 8.95%
3 Financials 8.22%
4 Consumer Staples 7.18%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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