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
$2.7B
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$76.2M
2
+$21.8M
3
+$20.9M
4
JPM icon
JPMorgan Chase
JPM
+$14.2M
5
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$3.93M

Top Sells

1
+$40.7M
2
+$32.5M
3
+$14.9M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$13.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.5M

Sector Composition

1 Technology 11.94%
2 Financials 9.5%
3 Healthcare 8.6%
4 Consumer Staples 6.38%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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