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
$1.64B
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$17.4M
3
+$12.8M
4
TM icon
Toyota
TM
+$11.6M
5
COST icon
Costco
COST
+$11.2M

Top Sells

1
+$82.9M
2
+$46.9M
3
+$34.6M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$30.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.7M

Sector Composition

1 Technology 8.86%
2 Healthcare 6.7%
3 Financials 6.26%
4 Consumer Staples 5.04%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$85K 0.01%
+1,299
202
$83K 0.01%
+889
203
$83K 0.01%
+1,127
204
$82K 0.01%
+823
205
$81K ﹤0.01%
+1,013
206
$81K ﹤0.01%
+699
207
$81K ﹤0.01%
+896
208
$81K ﹤0.01%
+1,216
209
$79K ﹤0.01%
+395
210
$79K ﹤0.01%
+345
211
$79K ﹤0.01%
+287
212
$78K ﹤0.01%
+1,491
213
$77K ﹤0.01%
+1,333
214
$77K ﹤0.01%
+3,000
215
$76K ﹤0.01%
+2,216
216
$75K ﹤0.01%
+5,655
217
$75K ﹤0.01%
+7,616
218
$74K ﹤0.01%
+2,560
219
$73K ﹤0.01%
+1,664
220
$71K ﹤0.01%
+150
221
$68K ﹤0.01%
+271
222
$68K ﹤0.01%
+2,079
223
$67K ﹤0.01%
+1,979
224
$67K ﹤0.01%
+963
225
$64K ﹤0.01%
+1,180
7 8
9
10 11