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
$333M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.43M
3
+$1.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.19M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$486K

Top Sells

1
+$1.93M
2
+$969K
3
+$894K
4
DOCU icon
DocuSign
DOCU
+$472K
5
PG icon
Procter & Gamble
PG
+$455K

Sector Composition

1 Technology 18.46%
2 Financials 10.15%
3 Healthcare 7.82%
4 Industrials 7.59%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$290K 0.09%
6,871
-74
252
$290K 0.09%
+5,946
253
$285K 0.09%
570
+2
254
$285K 0.09%
4,307
-214
255
$282K 0.08%
+1,885
256
$282K 0.08%
4,363
-114
257
$282K 0.08%
3,280
258
$280K 0.08%
13,041
+1
259
$279K 0.08%
+8,682
260
$277K 0.08%
4,250
261
$274K 0.08%
3,128
262
$274K 0.08%
1,025
263
$274K 0.08%
3,830
264
$273K 0.08%
805
+134
265
$272K 0.08%
11,171
-374
266
$271K 0.08%
2,697
267
$268K 0.08%
759
+5
268
$263K 0.08%
2,522
-417
269
$258K 0.08%
+925
270
$254K 0.08%
+4,962
271
$251K 0.08%
2,827
-2
272
$249K 0.07%
10,588
-278
273
$246K 0.07%
+3,124
274
$244K 0.07%
882
-117
275
$241K 0.07%
1,278
+9
9 10
11
12 13