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
$3.2B
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$3.77M
3
+$3.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.29M

Top Sells

1
+$3.31M
2
+$2.84M
3
+$2.57M
4
AAPL icon
Apple
AAPL
+$2.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M

Sector Composition

1 Technology 12.83%
2 Financials 11.03%
3 Healthcare 7.83%
4 Consumer Staples 5.61%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$296K 0.01%
+4,000
202
$287K 0.01%
568
+64
203
$287K 0.01%
5,000
+263
204
$273K 0.01%
+3,325
205
$272K 0.01%
1,282
+123
206
$271K 0.01%
9,968
+250
207
$269K 0.01%
741
-113
208
$263K 0.01%
7,985
+194
209
$263K 0.01%
2,931
210
$256K 0.01%
3,572
+810
211
$256K 0.01%
3,379
-43,803
212
$255K 0.01%
+3,175
213
$254K 0.01%
1,152
-40
214
$253K 0.01%
+1,089
215
$253K 0.01%
15,290
-21,276
216
$253K 0.01%
2,547
217
$247K 0.01%
3,704
+26
218
$244K 0.01%
701
219
$240K 0.01%
3,320
+550
220
$239K 0.01%
2,955
221
$230K 0.01%
5,458
222
$227K 0.01%
+3,860
223
$225K 0.01%
6,210
+83
224
$222K 0.01%
9,354
+597
225
$214K 0.01%
+4,095
6 7 8
9
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