9WM

9258 Wealth Management Portfolio holdings

AUM $677M
1-Year Est. Return 39.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$391M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$5.07M
3
+$3.79M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$3.69M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.14M

Top Sells

1
+$2.76M
2
+$2.04M
3
+$1.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$629K
5
MSFT icon
Microsoft
MSFT
+$449K

Sector Composition

1 Technology 13.81%
2 Financials 8.48%
3 Healthcare 6.65%
4 Consumer Staples 6.22%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
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