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
$3.23B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$15M
3
+$5.08M
4
AVGO icon
Broadcom
AVGO
+$2.75M
5
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$2.64M

Top Sells

1
+$20.9M
2
+$11.9M
3
+$5.68M
4
COST icon
Costco
COST
+$1.71M
5
JPM icon
JPMorgan Chase
JPM
+$1.31M

Sector Composition

1 Technology 12.63%
2 Financials 10.46%
3 Healthcare 8.61%
4 Consumer Staples 5.82%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$410K 0.01%
+14,553
177
$405K 0.01%
13,138
178
$395K 0.01%
+3,267
179
$395K 0.01%
1,687
180
$387K 0.01%
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181
$378K 0.01%
770
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182
$374K 0.01%
8,584
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183
$352K 0.01%
3,760
184
$334K 0.01%
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185
$333K 0.01%
+6,310
186
$328K 0.01%
3,570
187
$322K 0.01%
4,737
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188
$321K 0.01%
1,555
-116
189
$321K 0.01%
3,515
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190
$318K 0.01%
2,279
191
$309K 0.01%
+1,781
192
$301K 0.01%
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193
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194
$293K 0.01%
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195
$287K 0.01%
2,365
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196
$278K 0.01%
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197
$278K 0.01%
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-567
198
$272K 0.01%
4,813
-3,208
199
$268K 0.01%
9,718
-1,788
200
$262K 0.01%
+3,678
5 6 7
8
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