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
$3.41B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$66.8M
2
+$54.1M
3
+$16M
4
MSFT icon
Microsoft
MSFT
+$14M
5
ISRG icon
Intuitive Surgical
ISRG
+$13.4M

Top Sells

1
+$42.6M
2
+$13.6M
3
+$13.6M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.07M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.17M

Sector Composition

1 Technology 12.41%
2 Financials 10.92%
3 Healthcare 7.65%
4 Consumer Staples 5.37%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$492K 0.01%
1,267
+73
177
$484K 0.01%
18,280
-4,746
178
$481K 0.01%
8,841
-1,895
179
$480K 0.01%
19,552
+2,584
180
$471K 0.01%
5,245
+118
181
$466K 0.01%
1,742
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182
$457K 0.01%
3,896
183
$454K 0.01%
2,500
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184
$453K 0.01%
682
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185
$448K 0.01%
4,886
-56
186
$446K 0.01%
3,298
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187
$431K 0.01%
8,203
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188
$427K 0.01%
+9,985
189
$425K 0.01%
6,648
-76
190
$423K 0.01%
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191
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785
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192
$419K 0.01%
56,964
193
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1,502
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194
$403K 0.01%
2,173
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195
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+9,388
196
$395K 0.01%
9,706
197
$392K 0.01%
+7,261
198
$385K 0.01%
4,106
+96
199
$373K 0.01%
3,551
-125
200
$368K 0.01%
3,353
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