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
$333M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.43M
3 +$1.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.19M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$486K

Top Sells

1 +$1.93M
2 +$969K
3 +$894K
4
DOCU icon
DocuSign
DOCU
+$472K
5
PG icon
Procter & Gamble
PG
+$455K

Sector Composition

1 Technology 18.46%
2 Financials 10.15%
3 Healthcare 7.82%
4 Industrials 7.59%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$214K 0.06%
5,591
+208
302
$212K 0.06%
338
303
$211K 0.06%
+784
304
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$208K 0.06%
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307
$207K 0.06%
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308
$204K 0.06%
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310
$203K 0.06%
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-241
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$202K 0.06%
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312
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313
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314
$194K 0.06%
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315
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316
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317
$152K 0.05%
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318
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15,756
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13,513
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14,807
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323
$129K 0.04%
10,283
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324
$122K 0.04%
13,531
+370
325
$120K 0.04%
1,200