9WM
9258 Wealth Management Portfolio holdings
AUM
$677M
1-Year Return
39.46%
This Quarter Return
+10.75%
1 Year Return
+39.46%
3 Year Return
+49.64%
5 Year Return
+125.31%
10 Year Return
–
AUM
$436M
AUM Growth
+$61.5M
(+16%)
Cap. Flow
+$25.5M
Cap. Flow
% of AUM
5.86%
Top 10 Holdings %
Top 10 Hldgs %
30.96%
Holding
387
New
40
Increased
200
Reduced
88
Closed
17
Top Buys
| 1 |
Motley Fool Global Opportunities ETF
TMFG
|
$1.31M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.04M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$970K |
| 4 |
iShares Russell 3000 ETF
IWV
|
$916K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$758K |
Top Sells
Sector Composition
| 1 | Technology | 20.27% |
| 2 | Financials | 9.34% |
| 3 | Healthcare | 7.31% |
| 4 | Consumer Staples | 7.07% |
| 5 | Industrials | 6.67% |
