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
51
$1.8M 0.46%
13,293
+2
52
$1.78M 0.46%
26,948
-2,442
53
$1.68M 0.43%
23,673
-1,299
54
$1.67M 0.43%
17,437
-1,183
55
$1.64M 0.42%
11,394
-318
56
$1.61M 0.41%
37,233
-552
57
$1.55M 0.4%
3,071
-203
58
$1.51M 0.39%
34,070
-1,000
59
$1.5M 0.38%
9,109
-1,094
60
$1.5M 0.38%
10,035
-96
61
$1.48M 0.38%
15,013
62
$1.46M 0.37%
4,512
+183
63
$1.44M 0.37%
32,895
+136
64
$1.39M 0.35%
34,399
-366
65
$1.35M 0.35%
+14,095
66
$1.34M 0.34%
4,815
67
$1.34M 0.34%
13,810
+114
68
$1.33M 0.34%
11,738
+90
69
$1.31M 0.34%
13,808
-256
70
$1.3M 0.33%
22,562
+556
71
$1.26M 0.32%
4,314
+164
72
$1.26M 0.32%
3,522
+55
73
$1.18M 0.3%
11,391
-557
74
$1.18M 0.3%
12,367
-1,031
75
$1.16M 0.3%
19,331
-2,916
1 2
3
4 5