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
126
$882K 0.16%
12,539
+1,156
127
$863K 0.15%
47,256
-1,479
128
$857K 0.15%
4,791
-199
129
$855K 0.15%
2,750
-37
130
$847K 0.15%
12,580
-305
131
$842K 0.15%
5,151
-95
132
$829K 0.15%
68,038
+623
133
$829K 0.15%
2,796
+113
134
$826K 0.15%
13,275
135
$820K 0.14%
3,909
-39
136
$803K 0.14%
10,529
+2,093
137
$794K 0.14%
18,108
-319
138
$790K 0.14%
1,975
+176
139
$781K 0.14%
28,066
140
$774K 0.14%
1,758
+410
141
$767K 0.13%
3,124
+65
142
$755K 0.13%
51,857
+1,034
143
$747K 0.13%
12,138
+4,185
144
$738K 0.13%
25,637
-436
145
$733K 0.13%
7,020
+503
146
$703K 0.12%
6,756
-17
147
$688K 0.12%
21,635
+2
148
$683K 0.12%
10,386
+14
149
$674K 0.12%
2,915
+770
150
$670K 0.12%
39,903
-813
4 5
6
7 8