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

Top Buys

1
+$76.2M
2
+$22.7M
3
+$22.7M
4
JPM icon
JPMorgan Chase
JPM
+$13.1M
5
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$3.85M

Top Sells

1
+$39.6M
2
+$31.6M
3
+$13.9M
4
C icon
Citigroup
C
+$12.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.6M

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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