9WM
9258 Wealth Management Portfolio holdings
AUM
$677M
1-Year Return
39.46%
This Quarter Return
-2.71%
1 Year Return
+39.46%
3 Year Return
+49.64%
5 Year Return
+125.31%
10 Year Return
–
AUM
$431M
AUM Growth
-$4.95M
(-1.1%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
2.76%
Top 10 Holdings %
Top 10 Hldgs %
30.64%
Holding
392
New
22
Increased
160
Reduced
138
Closed
37
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.49M |
| 2 |
iShares Russell Top 200 ETF
IWL
|
$3.17M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.47M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.79M |
| 5 |
iShares Russell 3000 ETF
IWV
|
$947K |
Top Sells
Sector Composition
| 1 | Technology | 18.34% |
| 2 | Financials | 9.6% |
| 3 | Healthcare | 7.14% |
| 4 | Consumer Staples | 6.9% |
| 5 | Industrials | 6.74% |
