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
$273M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$9.55M
3 +$4.89M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$4.32M
5
UPS icon
United Parcel Service
UPS
+$4.11M

Sector Composition

1 Financials 12.71%
2 Technology 12.64%
3 Consumer Staples 8.05%
4 Healthcare 7.56%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$236K 0.09%
+3,709
252
$234K 0.09%
+8,750
253
$234K 0.09%
+1,373
254
$234K 0.09%
882
+2
255
$234K 0.09%
+2,741
256
$233K 0.09%
+2,697
257
$229K 0.08%
+4,900
258
$228K 0.08%
+2,132
259
$227K 0.08%
+2,405
260
$225K 0.08%
+5,468
261
$224K 0.08%
+1,354
262
$222K 0.08%
+1,900
263
$219K 0.08%
+1,970
264
$218K 0.08%
+3,965
265
$217K 0.08%
+3,835
266
$217K 0.08%
+5,470
267
$216K 0.08%
+608
268
$215K 0.08%
+1,987
269
$214K 0.08%
+722
270
$214K 0.08%
+5,691
271
$213K 0.08%
+2,016
272
$212K 0.08%
+3,766
273
$212K 0.08%
+7,200
274
$211K 0.08%
+7,863
275
$211K 0.08%
+2,500