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
26
$3.56M 0.91%
21,815
-1,540
27
$3.47M 0.89%
52,042
+23,962
28
$3.42M 0.88%
12,405
-667
29
$3.32M 0.85%
29,364
-2,060
30
$3.25M 0.83%
27,353
+6,106
31
$2.92M 0.75%
10,917
-426
32
$2.87M 0.73%
27,466
-1,513
33
$2.61M 0.67%
58,820
-3,190
34
$2.54M 0.65%
29,080
+788
35
$2.45M 0.63%
18,240
-643
36
$2.26M 0.58%
45,159
-451
37
$2.25M 0.58%
56,301
-2,630
38
$2.25M 0.58%
13,849
-1,452
39
$2.13M 0.54%
44,040
+10,371
40
$2.08M 0.53%
92,337
-259
41
$2.04M 0.52%
16,831
+506
42
$2.02M 0.52%
27,250
-100
43
$2.02M 0.52%
66,808
+1,333
44
$2.02M 0.52%
23,399
-1,094
45
$2M 0.51%
45,695
-3,465
46
$1.97M 0.5%
6,013
-1,030
47
$1.93M 0.49%
22,109
-2,045
48
$1.9M 0.49%
19,113
-1,493
49
$1.9M 0.49%
+44,661
50
$1.81M 0.46%
+98,472
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