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
$2.57B
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$2.74M
3
+$2.29M
4
AAPL icon
Apple
AAPL
+$2.25M
5
DIS icon
Walt Disney
DIS
+$2.19M

Top Sells

1
+$6.27M
2
+$5.56M
3
+$2.35M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.75M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.53M

Sector Composition

1 Technology 11.91%
2 Financials 9.98%
3 Healthcare 8.03%
4 Consumer Staples 6.05%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,916
202
– –
-5,600
203
– –
-13,216
5 6 7 8
9