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
$569M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$2.08M
3
+$1.43M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$1.08M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$862K

Top Sells

1
+$1.94M
2
+$1.73M
3
+$1.28M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.24M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$920K

Sector Composition

1 Technology 17.43%
2 Financials 7.14%
3 Healthcare 5.39%
4 Consumer Staples 5.02%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 0.81%
39,469
+1,610
27
$4.37M 0.77%
28,786
+394
28
$4.34M 0.76%
38,840
+580
29
$4.3M 0.76%
86,347
-300
30
$4.18M 0.73%
10,203
-2
31
$3.65M 0.64%
46,128
-5,677
32
$3.6M 0.63%
18,695
-595
33
$3.45M 0.61%
22,034
+443
34
$3.43M 0.6%
48,803
-17,644
35
$3.39M 0.6%
67,997
+3,342
36
$3.31M 0.58%
28,723
+2,801
37
$3.1M 0.55%
36,378
-5,892
38
$3.08M 0.54%
13,781
-200
39
$2.99M 0.53%
5,126
-6
40
$2.8M 0.49%
20,067
+493
41
$2.78M 0.49%
49,546
+2
42
$2.76M 0.48%
27,574
-72
43
$2.73M 0.48%
18,387
-120
44
$2.7M 0.47%
27,250
45
$2.62M 0.46%
16,909
+283
46
$2.57M 0.45%
59,495
-280
47
$2.56M 0.45%
50,646
-3,496
48
$2.54M 0.45%
23,281
-276
49
$2.51M 0.44%
10,783
-1,655
50
$2.5M 0.44%
18,315
+916
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