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
276
$277K 0.04%
1,109
277
$274K 0.04%
1,190
-711
278
$271K 0.04%
3,744
-328
279
$271K 0.04%
3,935
+41
280
$270K 0.04%
445
-1
281
$266K 0.04%
2,679
282
$261K 0.04%
316
+1
283
$255K 0.04%
1,143
284
$253K 0.04%
+859
285
$252K 0.04%
+1,917
286
$250K 0.04%
8,014
+30
287
$248K 0.04%
1,387
288
$247K 0.04%
791
289
$247K 0.04%
3,662
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290
$245K 0.04%
2,340
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291
$245K 0.04%
2,666
292
$242K 0.04%
347
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293
$242K 0.04%
6,488
294
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2,763
295
$239K 0.04%
+4,575
296
$239K 0.04%
390
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297
$239K 0.04%
14,652
-94
298
$234K 0.04%
2,410
-350
299
$232K 0.04%
36,571
+152
300
$231K 0.04%
2,546
-727
10 11
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13 14