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
$569M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$2.08M
3
+$1.43M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$1.08M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$862K

Top Sells

1
+$1.94M
2
+$1.73M
3
+$1.28M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.24M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$920K

Sector Composition

1 Technology 17.43%
2 Financials 7.14%
3 Healthcare 5.39%
4 Consumer Staples 5.02%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$306K 0.05%
1,215
-161
252
$304K 0.05%
6,400
253
$300K 0.05%
2,795
+45
254
$298K 0.05%
5,731
+41
255
$298K 0.05%
4,874
+5
256
$298K 0.05%
2,667
-38
257
$298K 0.05%
3,783
258
$290K 0.05%
2,984
-263
259
$287K 0.05%
5,229
-103
260
$286K 0.05%
+2,302
261
$284K 0.05%
1,752
262
$284K 0.05%
22,179
-1,201
263
$283K 0.05%
1,863
264
$272K 0.05%
1,461
-779
265
$270K 0.05%
1,830
+22
266
$266K 0.05%
733
267
$263K 0.05%
1,758
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268
$262K 0.05%
3,894
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269
$260K 0.05%
2,513
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270
$258K 0.05%
1,109
271
$256K 0.05%
4,424
-33
272
$254K 0.04%
6,300
+953
273
$254K 0.04%
315
+1
274
$253K 0.04%
3,273
+176
275
$252K 0.04%
4,987
-644
9 10
11
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