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
51
$2.14M 0.4%
21,495
-180
52
$2.13M 0.4%
8,388
+3,912
53
$2.12M 0.4%
92,306
54
$2.09M 0.39%
13,271
-64
55
$2.08M 0.39%
72,360
-906
56
$2.02M 0.38%
61,180
+90
57
$2M 0.38%
38,199
+3
58
$2M 0.38%
12,287
-1,000
59
$1.97M 0.37%
44,661
60
$1.94M 0.37%
98,472
61
$1.88M 0.35%
3,911
+249
62
$1.81M 0.34%
4,454
-1,202
63
$1.69M 0.32%
22,692
-2,822
64
$1.63M 0.31%
6,208
+24
65
$1.59M 0.3%
11,778
+299
66
$1.56M 0.29%
15,026
+13
67
$1.54M 0.29%
6,497
+887
68
$1.54M 0.29%
32,814
+19
69
$1.54M 0.29%
22,054
+458
70
$1.49M 0.28%
13,676
+43
71
$1.47M 0.28%
18,472
+202
72
$1.47M 0.28%
13,711
-7
73
$1.46M 0.27%
5,200
-74
74
$1.44M 0.27%
22,558
-265
75
$1.44M 0.27%
2,087
+3
1 2
3
4 5