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
$642M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$780K
3
+$678K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$613K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$556K

Top Sells

1
+$550K
2
+$527K
3
+$359K
4
HSY icon
Hershey
HSY
+$272K
5
MO icon
Altria Group
MO
+$254K

Sector Composition

1 Technology 18.84%
2 Financials 7.24%
3 Healthcare 5.44%
4 Consumer Staples 4.79%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$336K 0.05%
+2,819
252
$336K 0.05%
34,274
253
$332K 0.05%
+1,677
254
$330K 0.05%
5,706
-1
255
$330K 0.05%
5,672
256
$329K 0.05%
6,686
257
$327K 0.05%
1,209
-6
258
$327K 0.05%
3,783
259
$323K 0.05%
5,885
+154
260
$322K 0.05%
2,264
+434
261
$318K 0.05%
6,400
262
$317K 0.05%
2,667
263
$316K 0.05%
4,407
-145
264
$314K 0.05%
4,879
+5
265
$314K 0.05%
21,930
-249
266
$312K 0.05%
28,905
-550
267
$307K 0.05%
1,863
268
$302K 0.05%
4,414
-10
269
$302K 0.05%
5,217
-12
270
$296K 0.05%
+532
271
$295K 0.05%
4,030
-2,340
272
$291K 0.05%
1,706
+2
273
$291K 0.05%
+2,586
274
$286K 0.04%
1,758
275
$278K 0.04%
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