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
51
$2.61M 0.41%
92,136
52
$2.58M 0.4%
51,633
+987
53
$2.54M 0.4%
8,459
+102
54
$2.37M 0.37%
39,307
+391
55
$2.32M 0.36%
21,034
+259
56
$2.32M 0.36%
12,715
+351
57
$2.17M 0.34%
7,213
+730
58
$2.16M 0.34%
7,754
-289
59
$2.13M 0.33%
23,714
+1,697
60
$2.12M 0.33%
13,439
-95
61
$2.11M 0.33%
4,265
-8
62
$2.08M 0.32%
30,706
+1,714
63
$2.08M 0.32%
4,331
+57
64
$2.03M 0.32%
12,334
+301
65
$2.01M 0.31%
5,525
+167
66
$2M 0.31%
32,898
-2,277
67
$1.98M 0.31%
10,993
-1,129
68
$1.93M 0.3%
15,026
69
$1.86M 0.29%
32,558
-1,577
70
$1.81M 0.28%
10,450
+416
71
$1.78M 0.28%
23,447
+752
72
$1.74M 0.27%
4,162
73
$1.74M 0.27%
10,258
+91
74
$1.73M 0.27%
3,303
+221
75
$1.73M 0.27%
2,072
+17
1 2
3
4 5