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
$3.17B
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$5.66M
3
+$4.09M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.87M
5
NVDA icon
NVIDIA
NVDA
+$3.77M

Top Sells

1
+$16.9M
2
+$8.02M
3
+$6.25M
4
JPM icon
JPMorgan Chase
JPM
+$2.17M
5
V icon
Visa
V
+$1.81M

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
+44
182
$395K 0.01%
9,706
183
$394K 0.01%
1,194
+453
184
$390K 0.01%
1,761
+7
185
$388K 0.01%
783
+66
186
$385K 0.01%
3,740
-20
187
$381K 0.01%
9,815
+1,635
188
$381K 0.01%
3,292
+13
189
$376K 0.01%
4,010
+145
190
$373K 0.01%
8,154
+49
191
$369K 0.01%
1,489
+3
192
$359K 0.01%
2,279
-5
193
$359K 0.01%
1,230
+2
194
$358K 0.01%
3,199
-720
195
$344K 0.01%
4,786
-4,145
196
$338K 0.01%
+959
197
$328K 0.01%
781
+8
198
$325K 0.01%
3,543
-552
199
$321K 0.01%
1,197
-40
200
$316K 0.01%
4,461
+889
6 7
8
9 10