9WM
9258 Wealth Management Portfolio holdings
AUM
$677M
1-Year Est. Return
39.46%
1 Year Est. Return
+39.46%
AUM
$650M
AUM Growth
+$7.69M
(+1.2%)
Holding
356
Top Buys
| 1 | +$1.3M | |
| 2 | +$394K | |
| 3 | +$378K | |
| 4 |
GE Vernova
GEV
|
+$362K |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$342K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.46M | |
| 3 | +$1.38M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.35M |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$1.12M |
Sector Composition
| 1 | Technology | 21.87% |
| 2 | Financials | 6.95% |
| 3 | Healthcare | 5.25% |
| 4 | Consumer Staples | 4.76% |
| 5 | Industrials | 4.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
STMicroelectronics
STM
$26.1B
| – | – |
-5,000
|
|
||
352
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-2,340
|
|
||
353
Workhorse Group
WKHS
$19.6M
| – | – |
-42
|
|
||
354
Yum! Brands
YUM
$40.3B
| – | – |
-1,572
|
|
||
|
PXD
355
DELISTED
Pioneer Natural Resource Co.
PXD
| – | – |
-4,266
|
|