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
51
$2.35M 0.41%
69,647
-2,009
52
$2.29M 0.4%
8,357
-346
53
$2.25M 0.4%
4,273
+290
54
$2.25M 0.4%
20,775
-723
55
$2.23M 0.39%
92,136
-40
56
$2.11M 0.37%
12,364
-70
57
$2.09M 0.37%
8,043
+1,387
58
$2.04M 0.36%
38,916
+705
59
$2.02M 0.36%
13,534
-56
60
$1.95M 0.34%
35,175
-5,740
61
$1.88M 0.33%
28,992
+3,333
62
$1.87M 0.33%
22,017
+965
63
$1.87M 0.33%
4,274
-167
64
$1.79M 0.31%
12,122
+5,009
65
$1.77M 0.31%
12,033
+289
66
$1.71M 0.3%
6,483
+1,253
67
$1.68M 0.29%
15,026
68
$1.67M 0.29%
2,055
-26
69
$1.63M 0.29%
22,695
+724
70
$1.63M 0.29%
14,287
+374
71
$1.61M 0.28%
4,162
-20
72
$1.6M 0.28%
5,358
-156
73
$1.56M 0.28%
10,104
-16
74
$1.56M 0.27%
34,135
-473
75
$1.56M 0.27%
4,374
+504
1 2
3
4 5