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
$514M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Sells

1 +$2.55M
2 +$2.04M
3 +$943K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$922K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$656K

Sector Composition

1 Technology 16.5%
2 Financials 7.27%
3 Healthcare 5.6%
4 Consumer Staples 5.5%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$342K 0.07%
5,265
+84
227
$339K 0.07%
13,399
-1,999
228
$339K 0.07%
2,565
+194
229
$338K 0.07%
6,124
+1
230
$337K 0.07%
3,524
-130
231
$332K 0.06%
5,690
+750
232
$330K 0.06%
9,853
+20
233
$321K 0.06%
6,686
234
$320K 0.06%
1,644
235
$319K 0.06%
8,440
236
$314K 0.06%
3,247
237
$312K 0.06%
3,985
+20
238
$310K 0.06%
1,153
-2
239
$308K 0.06%
1,376
-111
240
$307K 0.06%
1,878
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241
$300K 0.06%
1,220
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242
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1,364
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243
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7,255
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244
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9,204
-1,480
245
$298K 0.06%
7,985
+1,037
246
$298K 0.06%
4,831
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247
$297K 0.06%
2,133
-525
248
$297K 0.06%
1,740
-15
249
$296K 0.06%
34,274
-650
250
$295K 0.06%
4,247
-111