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
$390M
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.91M
3
+$2.81M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$2.69M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.32M

Top Sells

1
+$2.46M
2
+$1.09M
3
+$474K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$445K
5
IYG icon
iShares US Financial Services ETF
IYG
+$412K

Sector Composition

1 Technology 15.42%
2 Financials 8.93%
3 Healthcare 7.69%
4 Consumer Staples 7.04%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.33%
4,815
-2
77
$1.24M 0.32%
13,398
+187
78
$1.23M 0.32%
4,150
+20
79
$1.22M 0.31%
12,697
+381
80
$1.21M 0.31%
9,370
-15
81
$1.21M 0.31%
14,817
-678
82
$1.2M 0.31%
8,692
-138
83
$1.19M 0.31%
3,780
+154
84
$1.19M 0.3%
2,455
+206
85
$1.12M 0.29%
10,260
-320
86
$1.09M 0.28%
20,183
+6,273
87
$1.08M 0.28%
26,480
-400
88
$1.08M 0.28%
91,819
-5,686
89
$1.05M 0.27%
9,763
+521
90
$1.02M 0.26%
8,073
+144
91
$1.02M 0.26%
52,638
+1,591
92
$1.01M 0.26%
16,822
-457
93
$1.01M 0.26%
23,400
94
$1.01M 0.26%
61,582
-2,463
95
$1M 0.26%
65,437
-1,959
96
$1M 0.26%
5,095
+282
97
$965K 0.25%
14,611
-76
98
$947K 0.24%
20,671
-240
99
$936K 0.24%
14,683
+6
100
$932K 0.24%
2,254
-100
2 3
4
5 6