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
$391M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.58M
3
+$3.62M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$3.31M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.82M

Top Sells

1
+$2.48M
2
+$1.85M
3
+$1.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$565K
5
MSFT icon
Microsoft
MSFT
+$396K

Sector Composition

1 Technology 13.81%
2 Financials 8.42%
3 Healthcare 6.65%
4 Consumer Staples 6.22%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$322K 0.08%
32,188
-4,450
227
$322K 0.08%
3,982
-745
228
$321K 0.08%
2,039
-14
229
$319K 0.08%
658
-1
230
$318K 0.08%
5,168
-58
231
$317K 0.08%
3,651
-65
232
$317K 0.08%
2,731
+122
233
$315K 0.08%
3,000
-29
234
$313K 0.08%
+4,349
235
$309K 0.08%
+12,491
236
$307K 0.08%
4,981
237
$303K 0.08%
3,868
-65
238
$301K 0.08%
1,329
-305
239
$301K 0.08%
4,322
-1
240
$298K 0.08%
4,377
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241
$296K 0.08%
8,083
242
$293K 0.07%
3,200
243
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3,628
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244
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6,234
-6,390
245
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1,586
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246
$286K 0.07%
2,055
-79
247
$286K 0.07%
1,329
248
$283K 0.07%
9,700
249
$282K 0.07%
2,091
-60
250
$282K 0.07%
7,850
-991
8 9
10
11 12