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
$642M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$780K
3
+$678K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$613K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$556K

Top Sells

1
+$550K
2
+$527K
3
+$359K
4
HSY icon
Hershey
HSY
+$272K
5
MO icon
Altria Group
MO
+$254K

Sector Composition

1 Technology 18.84%
2 Financials 7.24%
3 Healthcare 5.44%
4 Consumer Staples 4.79%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.01M 0.78%
29,602
-1,489
27
$4.96M 0.77%
27,475
-1,311
28
$4.57M 0.71%
39,440
-29
29
$4.56M 0.71%
10,280
+77
30
$4.41M 0.69%
37,448
+1,070
31
$4.33M 0.67%
86,347
32
$4.1M 0.64%
44,925
-1,203
33
$4.02M 0.63%
5,173
+47
34
$3.75M 0.58%
17,996
-699
35
$3.74M 0.58%
29,400
+677
36
$3.71M 0.58%
18,391
+4
37
$3.66M 0.57%
48,037
-766
38
$3.5M 0.55%
22,132
+98
39
$3.41M 0.53%
13,781
40
$3.41M 0.53%
68,211
+214
41
$3.22M 0.5%
21,315
+1,248
42
$3.2M 0.5%
27,542
-32
43
$3.13M 0.49%
17,183
+274
44
$3.09M 0.48%
23,424
+143
45
$2.95M 0.46%
27,250
46
$2.91M 0.45%
49,590
+44
47
$2.73M 0.43%
10,929
+146
48
$2.72M 0.42%
18,422
+107
49
$2.66M 0.41%
59,495
50
$2.65M 0.41%
69,885
+238
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