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
$2.88B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$76.6M
2 +$61.5M
3 +$29.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.6M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.9M

Top Sells

1 +$43.6M
2 +$22.6M
3 +$14.8M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$5.69M
5
DIS icon
Walt Disney
DIS
+$5.25M

Sector Composition

1 Technology 11.98%
2 Financials 10.73%
3 Healthcare 7.12%
4 Consumer Staples 5.34%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-22,260
202
-1,986
203
-7,837
204
-476
205
-14,025
206
-2,699