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
101
$996K 0.19%
27,163
-669
102
$989K 0.19%
1,838
+86
103
$983K 0.19%
2,794
104
$982K 0.18%
5,303
+21
105
$981K 0.18%
58,379
+40
106
$978K 0.18%
10,184
-18,341
107
$941K 0.18%
8,626
+660
108
$939K 0.18%
2,388
-31
109
$930K 0.18%
21,533
+233
110
$927K 0.17%
3,767
111
$923K 0.17%
4,456
+696
112
$917K 0.17%
7,582
-105
113
$910K 0.17%
10,143
-155
114
$909K 0.17%
12,703
+14
115
$909K 0.17%
17,972
-400
116
$904K 0.17%
4,493
+207
117
$882K 0.17%
13,551
-1,824
118
$878K 0.17%
14,023
+7,498
119
$875K 0.16%
10,321
+794
120
$870K 0.16%
49,640
-4,924
121
$869K 0.16%
4,186
122
$847K 0.16%
4,990
-232
123
$833K 0.16%
12,051
+63
124
$820K 0.15%
7,200
-762
125
$803K 0.15%
17,600
3 4
5
6 7