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
$531M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.16M
3
+$5.29M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.18M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.02M

Top Sells

1
+$7.92M
2
+$6.85M
3
+$3.5M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.47M
5
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.76M

Sector Composition

1 Technology 16.87%
2 Financials 7.06%
3 Consumer Staples 5.72%
4 Healthcare 5.56%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$371K 0.07%
1,221
+4
227
$369K 0.07%
23,179
-1
228
$365K 0.07%
9,833
-29
229
$365K 0.07%
4,363
-377
230
$363K 0.07%
1,368
-153
231
$361K 0.07%
1,487
-2
232
$360K 0.07%
1,694
-903
233
$352K 0.07%
2,658
234
$350K 0.07%
4,988
-488
235
$349K 0.07%
3,965
-45
236
$347K 0.07%
1,998
+34
237
$342K 0.06%
2,048
+195
238
$341K 0.06%
8,691
239
$341K 0.06%
7,397
+109
240
$338K 0.06%
1,644
-152
241
$336K 0.06%
9,700
242
$330K 0.06%
965
-17
243
$330K 0.06%
4,442
+18
244
$323K 0.06%
4,358
-282
245
$322K 0.06%
6,686
-1,373
246
$312K 0.06%
34,924
247
$305K 0.06%
5,181
+42
248
$304K 0.06%
6,123
+454
249
$301K 0.06%
28,296
-135
250
$298K 0.06%
3,249
-1,698
8 9
10
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