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
$247M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$592K
3
+$437K
4
SURE icon
AdvisorShares Insider Advantage ETF
SURE
+$377K
5
FSLF
First Eagle Senior Loan Fund
FSLF
+$321K

Top Sells

1
+$752K
2
+$438K
3
+$361K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$253K
5
ORLY icon
O'Reilly Automotive
ORLY
+$222K

Sector Composition

1 Technology 16.91%
2 Financials 9.18%
3 Consumer Staples 8.12%
4 Healthcare 8.09%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$212K 0.09%
+2,232
252
$210K 0.09%
+5,000
253
$205K 0.08%
13,257
+89
254
$204K 0.08%
10,565
+173
255
$201K 0.08%
+777
256
$201K 0.08%
+935
257
$199K 0.08%
22,775
258
$185K 0.08%
10,000
259
$163K 0.07%
17,028
260
$159K 0.06%
11,982
+34
261
$152K 0.06%
19,376
262
$144K 0.06%
10,685
-100
263
$143K 0.06%
+10,820
264
$143K 0.06%
18,186
+102
265
$142K 0.06%
15,080
+57
266
$140K 0.06%
19,030
+29
267
$139K 0.06%
1,200
268
$117K 0.05%
16,169
-482
269
$116K 0.05%
22,613
-2,201
270
$116K 0.05%
10,811
+27
271
$102K 0.04%
13,161
272
$101K 0.04%
16,532
273
$94K 0.04%
11,157
+120
274
$93K 0.04%
12,932
+267
275
$69K 0.03%
25,014
+18
8 9 10
11
12