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 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
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$379K 0.06%
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232
$378K 0.06%
1,512
+1
233
$377K 0.06%
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234
$377K 0.06%
4,252
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235
$376K 0.06%
9,750
-106
236
$373K 0.06%
7,941
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237
$371K 0.06%
8,675
238
$369K 0.06%
770
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239
$367K 0.06%
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240
$357K 0.06%
9,854
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241
$350K 0.05%
4,011
242
$348K 0.05%
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243
$346K 0.05%
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244
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245
$345K 0.05%
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246
$343K 0.05%
4,221
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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