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
$1.67B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.2M
3
+$16.4M
4
DHR icon
Danaher
DHR
+$15.8M
5
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$11.9M

Top Sells

1
+$121M
2
+$45.2M
3
+$37.1M
4
KMB icon
Kimberly-Clark
KMB
+$29.5M
5
COST icon
Costco
COST
+$24.3M

Sector Composition

1 Healthcare 8.93%
2 Technology 7.13%
3 Financials 5.39%
4 Consumer Staples 5.21%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$108K 0.01%
5,425
+23
177
$108K 0.01%
4,346
+104
178
$107K 0.01%
1,310
179
$107K 0.01%
2,315
+1,811
180
$106K 0.01%
646
-795
181
$106K 0.01%
+3,620
182
$104K 0.01%
1,059
+660
183
$100K 0.01%
3,255
184
$100K 0.01%
1,459
+959
185
$100K 0.01%
4,020
186
$98K 0.01%
800
+508
187
$97K 0.01%
1,186
-1,074
188
$96K 0.01%
584
-231
189
$95K 0.01%
3,618
+3,572
190
$94K 0.01%
4,728
+4,706
191
$92K 0.01%
1,330
+1,055
192
$91K 0.01%
1,947
-31
193
$91K 0.01%
1,610
+223
194
$90K 0.01%
2,216
195
$90K 0.01%
3,966
-1,480
196
$89K 0.01%
+2,000
197
$89K 0.01%
3,232
+3,208
198
$88K 0.01%
1,400
-4,314
199
$87K 0.01%
2,034
+374
200
$87K 0.01%
550
-267
6 7
8
9 10