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
126
$802K 0.15%
2,688
-122
127
$798K 0.15%
24,176
+1,222
128
$796K 0.15%
1,655
-11
129
$791K 0.15%
33,489
-183
130
$788K 0.15%
2,787
131
$763K 0.14%
3,728
+437
132
$761K 0.14%
18,315
-28
133
$760K 0.14%
13,275
134
$757K 0.14%
11,220
+1,711
135
$750K 0.14%
28,066
136
$749K 0.14%
7,942
+745
137
$742K 0.14%
65,054
-2,005
138
$734K 0.14%
53,188
-1,231
139
$709K 0.13%
1,749
-109
140
$707K 0.13%
1,446
+124
141
$702K 0.13%
5,244
-297
142
$695K 0.13%
3,552
+351
143
$688K 0.13%
20,560
+2,736
144
$683K 0.13%
10,444
+1,740
145
$667K 0.13%
6,833
-60
146
$652K 0.12%
6,106
-101
147
$646K 0.12%
21,633
+2
148
$642K 0.12%
5,681
+563
149
$640K 0.12%
30,302
-1,310
150
$637K 0.12%
2,314
-107
4 5
6
7 8