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
76
$1.7M 0.27%
12,152
+727
77
$1.66M 0.26%
12,219
-407
78
$1.65M 0.26%
2,882
-26
79
$1.65M 0.26%
13,918
-369
80
$1.63M 0.25%
10,112
+8
81
$1.59M 0.25%
3,774
-600
82
$1.58M 0.25%
3,253
-740
83
$1.49M 0.23%
14,672
+1,157
84
$1.47M 0.23%
4,002
+163
85
$1.44M 0.22%
28,782
+171
86
$1.43M 0.22%
8,196
-85
87
$1.43M 0.22%
4,244
+1,036
88
$1.43M 0.22%
12,553
+189
89
$1.36M 0.21%
7,293
-6
90
$1.35M 0.21%
2,908
+39
91
$1.33M 0.21%
10,974
+55
92
$1.3M 0.2%
15,494
93
$1.29M 0.2%
15,321
-1
94
$1.29M 0.2%
1,766
+22
95
$1.29M 0.2%
32,749
+1,870
96
$1.27M 0.2%
12,973
+1,481
97
$1.26M 0.2%
2,437
+2
98
$1.26M 0.2%
2,771
-128
99
$1.25M 0.2%
5,054
+13
100
$1.25M 0.2%
4,005
-150
2 3
4
5 6