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
$495M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1 +$6.14M
2 +$2.58M
3 +$1.05M
4
PG icon
Procter & Gamble
PG
+$955K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$896K

Top Sells

1 +$7.94M
2 +$1.12M
3 +$900K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$746K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$740K

Sector Composition

1 Technology 14.81%
2 Financials 7.52%
3 Consumer Staples 6.18%
4 Healthcare 5.69%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$251K 0.05%
982
277
$251K 0.05%
1,649
-8
278
$248K 0.05%
41,472
+82
279
$243K 0.05%
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-14
280
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+724
281
$241K 0.05%
1,742
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282
$239K 0.05%
2,837
-12
283
$239K 0.05%
4,607
284
$236K 0.05%
2,705
+2
285
$235K 0.05%
5,361
286
$230K 0.05%
14,919
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287
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288
$229K 0.05%
4,537
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289
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6,045
-2,031
290
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313
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291
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292
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293
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294
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295
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296
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297
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21,185
-1,305
298
$215K 0.04%
2,337
+39
299
$212K 0.04%
+1,037
300
$211K 0.04%
+11,640