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
$391M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.58M
3
+$3.62M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$3.31M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.82M

Top Sells

1
+$2.48M
2
+$1.85M
3
+$1.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$565K
5
MSFT icon
Microsoft
MSFT
+$396K

Sector Composition

1 Technology 13.81%
2 Financials 8.42%
3 Healthcare 6.65%
4 Consumer Staples 6.22%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$281K 0.07%
7,188
-1,202
252
$279K 0.07%
3,865
253
$277K 0.07%
5,443
-48,706
254
$276K 0.07%
5,480
+1
255
$275K 0.07%
10,322
-699
256
$274K 0.07%
5,850
257
$273K 0.07%
5,426
258
$272K 0.07%
579
-76
259
$272K 0.07%
4,548
-600
260
$271K 0.07%
1,256
+24
261
$269K 0.07%
1,799
-174
262
$266K 0.07%
+2,594
263
$262K 0.07%
1,438
-19
264
$259K 0.07%
8,076
-936
265
$256K 0.07%
8,965
-28
266
$256K 0.07%
7,135
-123
267
$255K 0.07%
11,084
-2,546
268
$254K 0.06%
612
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269
$249K 0.06%
21,169
-1,314
270
$248K 0.06%
5,038
-590
271
$245K 0.06%
27,848
-2,804
272
$244K 0.06%
1,643
273
$243K 0.06%
18,007
-1,369
274
$243K 0.06%
5,481
-1,943
275
$243K 0.06%
17,946
-2,422
9 10
11
12 13