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
101
$1.13M 0.2%
2,774
-2
102
$1.13M 0.2%
22,399
-306
103
$1.12M 0.2%
5,564
-506
104
$1.12M 0.2%
30,879
+3,803
105
$1.08M 0.19%
15,008
+1,151
106
$1.07M 0.19%
14,744
+1,193
107
$1.05M 0.19%
20,556
-1,495
108
$1.04M 0.18%
58,562
+2,799
109
$1.03M 0.18%
2,416
+7
110
$1.02M 0.18%
4,555
-108
111
$1.01M 0.18%
1,857
+192
112
$1M 0.18%
4,155
+29
113
$995K 0.18%
12,604
-431
114
$985K 0.17%
10,154
115
$977K 0.17%
7,607
+1,752
116
$974K 0.17%
6,717
-471
117
$973K 0.17%
3,208
+423
118
$971K 0.17%
6,888
-341
119
$967K 0.17%
11,492
+29
120
$963K 0.17%
17,450
121
$956K 0.17%
20,496
-942
122
$926K 0.16%
6,144
-12
123
$921K 0.16%
4,371
+727
124
$913K 0.16%
118,681
-2,975
125
$891K 0.16%
3,652
+545
3 4
5
6 7