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
$1.8B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$4.06M
3
+$2.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
ABT icon
Abbott
ABT
+$2.34M

Top Sells

1
+$5.91M
2
+$3.15M
3
+$2.15M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.09M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.06M

Sector Composition

1 Healthcare 9.49%
2 Technology 7.67%
3 Financials 5.97%
4 Consumer Staples 5.18%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$102K 0.01%
918
+547
202
$100K 0.01%
3,255
203
$100K 0.01%
4,020
204
$98K 0.01%
3,974
-372
205
$97K 0.01%
1,098
+443
206
$96K 0.01%
1,128
+488
207
$96K 0.01%
840
-230
208
$94K 0.01%
883
-176
209
$93K 0.01%
+2,400
210
$92K 0.01%
1,096
-90
211
$92K 0.01%
1,947
212
$90K 0.01%
569
+150
213
$90K 0.01%
3,310
+3,260
214
$90K 0.01%
2,557
+770
215
$89K 0.01%
1,520
+108
216
$89K 0.01%
2,074
+1,500
217
$89K 0.01%
1,333
218
$88K ﹤0.01%
+1,276
219
$88K ﹤0.01%
2,653
+1,012
220
$86K ﹤0.01%
3,255
221
$86K ﹤0.01%
765
+547
222
$86K ﹤0.01%
450
223
$86K ﹤0.01%
+7,616
224
$85K ﹤0.01%
567
+521
225
$84K ﹤0.01%
+5,000
7 8
9
10 11