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
$642M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$780K
3
+$678K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$613K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$556K

Top Sells

1
+$550K
2
+$527K
3
+$359K
4
HSY icon
Hershey
HSY
+$272K
5
MO icon
Altria Group
MO
+$254K

Sector Composition

1 Technology 18.84%
2 Financials 7.24%
3 Healthcare 5.44%
4 Consumer Staples 4.79%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$402K 0.06%
5,325
227
$401K 0.06%
6,103
+488
228
$393K 0.06%
4,459
229
$388K 0.06%
42,749
-59
230
$381K 0.06%
46,965
-328
231
$379K 0.06%
950
-3
232
$378K 0.06%
1,512
+1
233
$377K 0.06%
3,673
-267
234
$377K 0.06%
4,252
-32
235
$376K 0.06%
9,750
-106
236
$373K 0.06%
7,941
-14
237
$371K 0.06%
8,675
238
$369K 0.06%
770
-214
239
$367K 0.06%
1,556
240
$357K 0.06%
9,854
+1
241
$350K 0.05%
4,011
242
$348K 0.05%
+8,474
243
$346K 0.05%
2,698
+185
244
$345K 0.05%
1,674
-78
245
$345K 0.05%
3,877
-134
246
$343K 0.05%
4,221
+9
247
$342K 0.05%
5,265
248
$340K 0.05%
2,036
-3
249
$338K 0.05%
2,984
250
$337K 0.05%
1,529
8 9
10
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