DWM

Destination Wealth Management Portfolio holdings

AUM $3.41B
1-Year Est. Return 10.63%
This Quarter Est. Return
1 Year Est. Return
+10.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$32.7M
2 +$10.5M
3 +$9.47M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.17M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.06M

Top Sells

1 +$18.6M
2 +$8.58M
3 +$2.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.63M
5
COST icon
Costco
COST
+$2.19M

Sector Composition

1 Technology 11.31%
2 Financials 9.21%
3 Healthcare 8.97%
4 Consumer Staples 6.4%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-14,902
202
-2,986