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
276
$251K 0.04%
7,984
+33
277
$251K 0.04%
5,000
278
$247K 0.04%
2,666
-316
279
$243K 0.04%
2,309
-482
280
$240K 0.04%
+4,072
281
$240K 0.04%
2,679
-57
282
$235K 0.04%
36,419
-4,763
283
$234K 0.04%
3,018
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284
$234K 0.04%
2,314
-7
285
$231K 0.04%
2,763
286
$231K 0.04%
1,143
287
$230K 0.04%
1,961
288
$229K 0.04%
+1,387
289
$226K 0.04%
14,746
-332
290
$224K 0.04%
12,028
291
$222K 0.04%
21,476
+816
292
$222K 0.04%
1,704
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293
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294
$221K 0.04%
+11,645
295
$217K 0.04%
4,460
-2,000
296
$216K 0.04%
2,760
-600
297
$215K 0.04%
+5,850
298
$210K 0.04%
+3,659
299
$210K 0.04%
+361
300
$207K 0.04%
+1,924
10 11
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