Destination Wealth Management
CIK Number: 0001278573
3.23B
Market Value
214
# of Holdings
21 months
Avg. Holding Period
66.25%
Win Rate
13.49%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 233.05 | -0.58% | 841.67K | -2.81% | 196.11M | 102.77 | 6.08% | |
| 2 | Ishares Tr | 95.87 | +0.02% | 1.34M | +3.88% | 136.02M | 105.68 | 4.22% | |
| 3 | Spdr Ser Tr | 131.05 | +0.88% | 700.42K | +0.34% | 99.49M | 102.68 | 3.08% | |
| 4 | Ishares Tr | 115.11 | +1.38% | 789.35K | +0.32% | 92.32M | 66.01 | 2.86% | |
| 5 | Ishares Tr | 97.23 | -0.17% | 745.13K | +2.30% | 81.46M | 107.11 | 2.53% |
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- Up to 30 years financial history
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