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
$247M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$592K
3
+$437K
4
SURE icon
AdvisorShares Insider Advantage ETF
SURE
+$377K
5
FSLF
First Eagle Senior Loan Fund
FSLF
+$321K

Top Sells

1
+$752K
2
+$438K
3
+$361K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$253K
5
ORLY icon
O'Reilly Automotive
ORLY
+$222K

Sector Composition

1 Technology 16.91%
2 Financials 9.18%
3 Consumer Staples 8.12%
4 Healthcare 8.09%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$856K 0.35%
13,891
-7,112
77
$841K 0.34%
7,540
+128
78
$829K 0.34%
2,689
+22
79
$818K 0.33%
14,600
80
$814K 0.33%
14,345
+68
81
$812K 0.33%
46,139
-950
82
$797K 0.32%
26,180
-141
83
$793K 0.32%
99,768
-237
84
$788K 0.32%
6,403
85
$784K 0.32%
23,016
-151
86
$754K 0.31%
4,591
+15
87
$747K 0.3%
59,547
+1,210
88
$734K 0.3%
5,553
-329
89
$733K 0.3%
25,200
90
$727K 0.29%
1,991
-139
91
$724K 0.29%
99,061
-1,185
92
$723K 0.29%
13,744
+8,310
93
$722K 0.29%
5,400
+2,096
94
$716K 0.29%
8,961
-326
95
$712K 0.29%
2,408
+29
96
$690K 0.28%
9,760
+60
97
$688K 0.28%
5,955
+98
98
$683K 0.28%
16,929
-999
99
$682K 0.28%
3,638
+219
100
$664K 0.27%
16,622
+180
2 3
4
5 6