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
$531M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.16M
3
+$5.29M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.18M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.02M

Top Sells

1
+$7.92M
2
+$6.85M
3
+$3.5M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.47M
5
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.76M

Sector Composition

1 Technology 16.87%
2 Financials 7.06%
3 Consumer Staples 5.72%
4 Healthcare 5.56%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$297K 0.06%
2,853
-50
252
$296K 0.06%
2,750
253
$295K 0.06%
4,863
-200
254
$294K 0.06%
3,883
+18
255
$293K 0.06%
3,247
+17
256
$290K 0.05%
11,687
257
$289K 0.05%
7,926
+26
258
$289K 0.05%
9,786
+26
259
$288K 0.05%
1,755
-72
260
$284K 0.05%
5,398
+57
261
$284K 0.05%
644
+4
262
$282K 0.05%
5,291
-173
263
$278K 0.05%
6,948
+406
264
$278K 0.05%
5,637
-1,594
265
$272K 0.05%
6,400
266
$268K 0.05%
4,781
-133
267
$266K 0.05%
4,130
-30
268
$265K 0.05%
+1,179
269
$259K 0.05%
41,057
-2,253
270
$256K 0.05%
1,155
+35
271
$255K 0.05%
+1,762
272
$253K 0.05%
3,112
-27
273
$250K 0.05%
5,000
274
$248K 0.05%
1,745
+3
275
$247K 0.05%
5,461
-381
9 10
11
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