Destination Wealth Management
CIK Number: 0001278573
3.17B
Market Value
229
# of Holdings
21 months
Avg. Holding Period
35.41%
Win Rate
12.17%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 202.99 | -0.14% | 832.12K | -1.13% | 208.38M | 43.8 | 6.52% |
| 2 | AGG | iShares Core U.... | 98.00 | +0.57% | 1.38M | +2.38% | 133.25M | 105.48 | 4.17% |
| 3 | SDY | SPDR S&P Divide... | 134.77 | -0.43% | 695.99K | -0.63% | 91.94M | 102.68 | 2.88% |
| 4 | IJR | iShares Core S&... | 106.46 | -0.22% | 774.58K | -1.87% | 89.25M | 59.78 | 2.79% |
| 5 | IVV | iShares Core S&... | 599.22 | +0.05% | 124.39K | -3.13% | 73.22M | 220.61 | 2.29% |
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- Top Wallstreet Analyst Ratings
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- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.