9WM

9258 Wealth Management Portfolio holdings

AUM $677M
1-Year Est. Return 39.46%
This Quarter Est. Return
1 Year Est. Return
+39.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$592K
3
+$437K
4
SURE icon
AdvisorShares Insider Advantage ETF
SURE
+$377K
5
FSLF
First Eagle Senior Loan Fund
FSLF
+$321K

Top Sells

1
+$752K
2
+$438K
3
+$361K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$253K
5
ORLY icon
O'Reilly Automotive
ORLY
+$222K

Sector Composition

1 Technology 16.91%
2 Financials 9.18%
3 Consumer Staples 8.12%
4 Healthcare 8.09%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$255K 0.1%
1,622
+34
227
$253K 0.1%
8,340
+12
228
$253K 0.1%
4,882
-307
229
$251K 0.1%
9,162
230
$249K 0.1%
+4,158
231
$245K 0.1%
632
232
$242K 0.1%
4,345
233
$241K 0.1%
+620
234
$239K 0.1%
3,127
+23
235
$237K 0.1%
18,229
-301
236
$237K 0.1%
+1,230
237
$232K 0.09%
+1,025
238
$232K 0.09%
4,537
+325
239
$232K 0.09%
4,579
+233
240
$226K 0.09%
321
+1
241
$225K 0.09%
3,984
-176
242
$224K 0.09%
2,697
243
$223K 0.09%
+1,654
244
$222K 0.09%
1,419
+64
245
$222K 0.09%
+2,812
246
$222K 0.09%
+1,943
247
$221K 0.09%
3,152
+19
248
$219K 0.09%
7,156
-59
249
$217K 0.09%
1,459
+10
250
$213K 0.09%
+1,000
8 9
10
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