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
$2.3B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$35.9M
2 +$26.3M
3 +$16.9M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.5M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.5M

Top Sells

1 +$4.3M
2 +$4.11M
3 +$3.12M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$2.63M
5
QCOM icon
Qualcomm
QCOM
+$2.21M

Sector Composition

1 Technology 9.53%
2 Financials 8.88%
3 Healthcare 8.78%
4 Consumer Staples 6.45%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$255K 0.01%
+7,021
152
$255K 0.01%
2,000
153
$242K 0.01%
1,601
154
$223K 0.01%
+6,740
155
$222K 0.01%
2,574
-793
156
$219K 0.01%
+3,381
157
$217K 0.01%
2,516
+189
158
$213K 0.01%
+3,731
159
$211K 0.01%
907
+49
160
$207K 0.01%
+1,928
161
$205K 0.01%
+4,088
162
-19,128