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
176
$156K 0.01%
1,472
177
$151K 0.01%
1,127
178
$144K 0.01%
600
+408
179
$140K 0.01%
612
+112
180
$140K 0.01%
3,948
-1,047
181
$140K 0.01%
1,399
182
$136K 0.01%
7,680
+4,680
183
$136K 0.01%
5,054
+1,822
184
$132K 0.01%
1,921
185
$129K 0.01%
1,041
186
$128K 0.01%
1,589
-1,182
187
$125K 0.01%
1,090
-948
188
$122K 0.01%
+2,000
189
$122K 0.01%
5,447
+22
190
$122K 0.01%
1,285
+322
191
$121K 0.01%
712
+128
192
$121K 0.01%
2,128
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193
$114K 0.01%
1,507
+177
194
$110K 0.01%
1,751
195
$110K 0.01%
308
196
$110K 0.01%
1,326
+16
197
$109K 0.01%
2,898
+919
198
$107K 0.01%
1,500
199
$103K 0.01%
291
+4
200
$103K 0.01%
986
+230
6 7
8
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