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
276
$246K 0.05%
2,955
277
$246K 0.05%
314
+1
278
$244K 0.05%
1,109
-143
279
$244K 0.05%
990
280
$244K 0.05%
2,736
-101
281
$243K 0.05%
2,705
282
$243K 0.05%
4,940
-8
283
$242K 0.05%
733
+9
284
$240K 0.05%
4,607
285
$238K 0.04%
39,468
-2,004
286
$234K 0.04%
2,321
-16
287
$234K 0.04%
14,996
+77
288
$234K 0.04%
+1,830
289
$232K 0.04%
+1,910
290
$230K 0.04%
+8,666
291
$230K 0.04%
5,655
-606
292
$229K 0.04%
2,834
-326
293
$229K 0.04%
16,203
-984
294
$222K 0.04%
1,961
295
$221K 0.04%
5,844
-201
296
$220K 0.04%
+1,589
297
$215K 0.04%
21,185
298
$213K 0.04%
2,763
299
$210K 0.04%
+1,064
300
$210K 0.04%
11,640
10 11
12
13 14