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
76
$1.41M 0.27%
3,060
-50
77
$1.38M 0.26%
13,626
+2
78
$1.36M 0.26%
3,072
-178
79
$1.36M 0.26%
4,220
-93
80
$1.31M 0.25%
10,432
-351
81
$1.29M 0.24%
12,147
-344
82
$1.28M 0.24%
3,762
+215
83
$1.25M 0.24%
2,876
+5
84
$1.22M 0.23%
10,251
+8
85
$1.2M 0.23%
7,430
-177
86
$1.17M 0.22%
25,343
+404
87
$1.15M 0.22%
6,133
-1,657
88
$1.14M 0.22%
5,415
+1
89
$1.13M 0.21%
11,500
+86
90
$1.09M 0.2%
7,847
-720
91
$1.08M 0.2%
2,442
+38
92
$1.08M 0.2%
2,254
93
$1.08M 0.2%
2,830
+13
94
$1.06M 0.2%
5,008
+339
95
$1.04M 0.2%
13,987
+1,271
96
$1.04M 0.19%
11,817
+248
97
$1.03M 0.19%
14,610
+108
98
$1.03M 0.19%
123,111
-4,736
99
$1.02M 0.19%
67,434
+45
100
$1.02M 0.19%
49,750
-2,458
2 3
4
5 6