DWM

Destination Wealth Management Portfolio holdings

AUM $3.41B
1-Year Est. Return 10.63%
This Quarter Est. Return
1 Year Est. Return
+10.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$11.2M
3 +$2.7M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.04M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.99M

Top Sells

1 +$8.31M
2 +$5.27M
3 +$5.2M
4
DHR icon
Danaher
DHR
+$4.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.29M

Sector Composition

1 Healthcare 9.8%
2 Technology 9.73%
3 Financials 8.08%
4 Consumer Staples 7.24%
5 Communication Services 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-25,000