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
$390M
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

1 +$2.46M
2 +$1.09M
3 +$474K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$445K
5
IYG icon
iShares US Financial Services ETF
IYG
+$412K

Sector Composition

1 Technology 15.42%
2 Financials 8.93%
3 Healthcare 7.69%
4 Consumer Staples 7.04%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$263K 0.07%
24,170
-25
277
$261K 0.07%
4,323
+314
278
$260K 0.07%
4,784
+62
279
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7,258
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3,865
281
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1,047
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282
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8,993
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283
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+4,848
284
$254K 0.07%
6,400
285
$252K 0.06%
13,183
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286
$249K 0.06%
3,114
287
$246K 0.06%
5,850
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288
$244K 0.06%
5,842
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289
$243K 0.06%
10,569
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$234K 0.06%
34,648
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291
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293
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294
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3,280
295
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4,941
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1,683
-52
297
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+1,717
298
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334
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299
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2,586
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300
$216K 0.06%
5,148
-401