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
$391M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.58M
3
+$3.62M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$3.31M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.82M

Top Sells

1
+$2.48M
2
+$1.85M
3
+$1.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$565K
5
MSFT icon
Microsoft
MSFT
+$396K

Sector Composition

1 Technology 13.81%
2 Financials 8.42%
3 Healthcare 6.65%
4 Consumer Staples 6.22%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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