9WM
9258 Wealth Management Portfolio holdings
AUM
$677M
This Quarter Return
-14.62%
1 Year Return
+39.46%
3 Year Return
+49.64%
5 Year Return
+125.31%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.79%
Holding
173
New
173
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Procter & Gamble
PG
|
$5.06M |
| 2 |
Oracle
ORCL
|
$3.96M |
| 3 |
Microsoft
MSFT
|
$2.96M |
| 4 |
US Bancorp
USB
|
$2.39M |
| 5 |
Johnson & Johnson
JNJ
|
$2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.6% |
| 2 | Financials | 11.64% |
| 3 | Healthcare | 8.18% |
| 4 | Consumer Staples | 7.99% |
| 5 | Energy | 7.3% |
