DWM

Destination Wealth Management Portfolio holdings

AUM $3.82B
1-Year Est. Return 13.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.53M
3
+$4.41M
4
PLTR icon
Palantir
PLTR
+$4.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.07M

Top Sells

1
+$16.7M
2
+$8.46M
3
+$6.52M
4
JPM icon
JPMorgan Chase
JPM
+$2.26M
5
V icon
Visa
V
+$1.75M

Sector Composition

1 Technology 11.92%
2 Financials 11.25%
3 Healthcare 8.38%
4 Consumer Staples 5.73%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$415K 0.01%
6,724
+35
177
$411K 0.01%
3,676
-112
178
$409K 0.01%
805
+56
179
$402K 0.01%
741
-30
180
$401K 0.01%
16,968
+7,614
181
$397K 0.01%
3,257
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182
$395K 0.01%
9,706
183
$394K 0.01%
1,194
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184
$390K 0.01%
1,761
+7
185
$388K 0.01%
783
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186
$385K 0.01%
3,740
-20
187
$381K 0.01%
9,815
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188
$381K 0.01%
3,292
+13
189
$376K 0.01%
4,010
+145
190
$373K 0.01%
8,154
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191
$369K 0.01%
1,489
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192
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2,279
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193
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1,230
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194
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3,199
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195
$344K 0.01%
4,786
-4,145
196
$338K 0.01%
+959
197
$328K 0.01%
781
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198
$325K 0.01%
3,543
-552
199
$321K 0.01%
1,197
-40
200
$316K 0.01%
4,461
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8
9 10