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
301
$205K 0.04%
+1,572
302
$204K 0.04%
3,747
-348
303
$204K 0.04%
+791
304
$203K 0.04%
+407
305
$203K 0.04%
+5,690
306
$202K 0.04%
+1,642
307
$201K 0.04%
+1,295
308
$201K 0.04%
20,218
+60
309
$201K 0.04%
6,488
310
– –
-13,118
311
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-1,464
312
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-12,748
313
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-37,920
314
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-7,565
315
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-1,058
316
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-10,427
317
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-12,511
318
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-16,813
319
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-14,830
320
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-8,651
321
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-1,626
322
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-10,571
323
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-768
324
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-27,315
325
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-17,822
10 11 12
13
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