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
101
$1.24M 0.19%
2,231
-20
102
$1.2M 0.19%
2,874
+100
103
$1.19M 0.19%
17,450
104
$1.17M 0.18%
5,560
-4
105
$1.16M 0.18%
14,192
-552
106
$1.16M 0.18%
2,405
-11
107
$1.14M 0.18%
58,599
+37
108
$1.12M 0.17%
4,266
-289
109
$1.11M 0.17%
22,247
+1,751
110
$1.11M 0.17%
3,706
+54
111
$1.1M 0.17%
20,198
-358
112
$1.08M 0.17%
48,360
-311
113
$1.07M 0.17%
7,803
+196
114
$1.07M 0.17%
1,904
+47
115
$1.06M 0.17%
5,507
+87
116
$1.04M 0.16%
6,839
-49
117
$1.04M 0.16%
6,670
-47
118
$1.03M 0.16%
10,803
+274
119
$1.02M 0.16%
12,379
+351
120
$1M 0.16%
5,840
-304
121
$1M 0.16%
22,675
+276
122
$994K 0.15%
12,462
-142
123
$984K 0.15%
5,153
+2
124
$983K 0.15%
10,165
+11
125
$980K 0.15%
118,753
+72
3 4
5
6 7