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
$247M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$592K
3
+$437K
4
SURE icon
AdvisorShares Insider Advantage ETF
SURE
+$377K
5
FSLF
First Eagle Senior Loan Fund
FSLF
+$321K

Top Sells

1
+$752K
2
+$438K
3
+$361K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$253K
5
ORLY icon
O'Reilly Automotive
ORLY
+$222K

Sector Composition

1 Technology 16.91%
2 Financials 9.18%
3 Consumer Staples 8.12%
4 Healthcare 8.09%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$551K 0.22%
10,788
-92
127
$549K 0.22%
2,088
128
$543K 0.22%
5,671
129
$536K 0.22%
22,718
-591
130
$533K 0.22%
13,600
131
$522K 0.21%
7,266
-50
132
$520K 0.21%
5,674
+21
133
$512K 0.21%
10,038
-282
134
$510K 0.21%
33,188
+3,554
135
$510K 0.21%
37,506
136
$499K 0.2%
5,260
137
$496K 0.2%
52,617
-2,257
138
$493K 0.2%
6,778
139
$489K 0.2%
1,507
+304
140
$476K 0.19%
5,325
141
$476K 0.19%
3,727
-400
142
$473K 0.19%
3,270
-123
143
$469K 0.19%
2,776
+8
144
$466K 0.19%
3,256
-71
145
$464K 0.19%
41,461
-2,024
146
$456K 0.18%
38,261
-1,477
147
$449K 0.18%
1,032
+75
148
$441K 0.18%
11,200
+194
149
$437K 0.18%
2,506
150
$434K 0.18%
7,397
+652
4 5
6
7 8