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
76
$1.53M 0.27%
6,165
+69
77
$1.5M 0.26%
2,908
+32
78
$1.47M 0.26%
10,167
+13
79
$1.46M 0.26%
3,082
+25
80
$1.41M 0.25%
3,993
+1,594
81
$1.41M 0.25%
5,420
+6
82
$1.41M 0.25%
8,281
+2,974
83
$1.4M 0.25%
10,034
+987
84
$1.37M 0.24%
28,611
+503
85
$1.36M 0.24%
12,364
-138
86
$1.31M 0.23%
2,899
-119
87
$1.31M 0.23%
12,626
-130
88
$1.27M 0.22%
7,299
-189
89
$1.27M 0.22%
13,515
+3,624
90
$1.22M 0.21%
10,919
-790
91
$1.21M 0.21%
15,494
-4,647
92
$1.18M 0.21%
2,869
-101
93
$1.16M 0.2%
11,425
-344
94
$1.16M 0.2%
5,041
+881
95
$1.16M 0.2%
48,671
96
$1.15M 0.2%
1,744
-94
97
$1.15M 0.2%
15,322
+198
98
$1.15M 0.2%
2,435
+35
99
$1.14M 0.2%
2,251
100
$1.14M 0.2%
3,839
+55
2 3
4
5 6