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
$3.41B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$66.8M
2
+$54.1M
3
+$16M
4
MSFT icon
Microsoft
MSFT
+$14M
5
ISRG icon
Intuitive Surgical
ISRG
+$13.4M

Top Sells

1
+$42.6M
2
+$13.6M
3
+$13.6M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.07M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.17M

Sector Composition

1 Technology 12.41%
2 Financials 10.92%
3 Healthcare 7.65%
4 Consumer Staples 5.37%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$368K 0.01%
3,316
+117
202
$367K 0.01%
9,549
-266
203
$357K 0.01%
+6,092
204
$353K 0.01%
1,230
205
$344K 0.01%
4,291
-495
206
$342K 0.01%
3,511
+191
207
$342K 0.01%
2,306
+27
208
$325K 0.01%
3,543
209
$308K 0.01%
+10,659
210
$304K 0.01%
+7,189
211
$302K 0.01%
1,109
-88
212
$301K 0.01%
+5,846
213
$300K 0.01%
4,719
-117
214
$297K 0.01%
1,038
+1
215
$294K 0.01%
4,237
-224
216
$290K 0.01%
4,029
+29
217
$286K 0.01%
2,784
-862
218
$280K 0.01%
723
-15
219
$278K 0.01%
+8,531
220
$271K 0.01%
+4,259
221
$270K 0.01%
8,507
+886
222
$270K 0.01%
+3,401
223
$262K 0.01%
6,545
-10
224
$255K 0.01%
1,069
+5
225
$253K 0.01%
2,547
7 8
9
10 11