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
$431M
AUM Growth
-$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.17M
3
+$2.47M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.79M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$947K

Top Sells

1
+$763K
2
+$602K
3
+$545K
4
ORCL icon
Oracle
ORCL
+$533K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$449K

Sector Composition

1 Technology 18.34%
2 Financials 9.6%
3 Healthcare 7.14%
4 Consumer Staples 6.9%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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