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
$531M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.16M
3
+$5.29M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.18M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.02M

Top Sells

1
+$7.92M
2
+$6.85M
3
+$3.5M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.47M
5
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.76M

Sector Composition

1 Technology 16.87%
2 Financials 7.06%
3 Consumer Staples 5.72%
4 Healthcare 5.56%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 0.81%
29,658
+728
27
$4.11M 0.77%
13,223
+54
28
$3.88M 0.73%
86,647
-4,393
29
$3.77M 0.71%
10,205
-54
30
$3.74M 0.7%
16,967
-15,880
31
$3.73M 0.7%
28,645
+759
32
$3.73M 0.7%
22,515
-247
33
$3.42M 0.64%
39,480
-3,130
34
$3.36M 0.63%
34,816
+31,278
35
$3.35M 0.63%
19,288
-2,422
36
$3.23M 0.61%
65,525
+6,656
37
$3.06M 0.58%
28,488
+192
38
$2.84M 0.54%
13,734
39
$2.82M 0.53%
26,424
-10,128
40
$2.76M 0.52%
53,378
-165
41
$2.74M 0.52%
43,393
+169
42
$2.71M 0.51%
23,449
+15
43
$2.7M 0.51%
49,544
-4,407
44
$2.49M 0.47%
5,312
+28
45
$2.44M 0.46%
27,250
46
$2.35M 0.44%
19,594
+698
47
$2.33M 0.44%
17,541
+1,492
48
$2.3M 0.43%
17,046
-155
49
$2.16M 0.41%
18,540
-575
50
$2.16M 0.41%
41,335
-4,695
1
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