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
126
$959K 0.15%
2,787
+37
127
$955K 0.15%
+10,710
128
$951K 0.15%
7,775
+1,488
129
$951K 0.15%
71,618
+3,580
130
$931K 0.15%
12,095
-43
131
$929K 0.14%
8,073
+4,803
132
$926K 0.14%
12,473
-66
133
$911K 0.14%
4,273
-98
134
$901K 0.14%
13,275
135
$894K 0.14%
47,292
+36
136
$889K 0.14%
4,837
+46
137
$872K 0.14%
4,960
-1,205
138
$851K 0.13%
28,066
139
$843K 0.13%
2,053
+78
140
$841K 0.13%
12,420
-160
141
$821K 0.13%
7,020
142
$799K 0.12%
2,833
+37
143
$794K 0.12%
52,323
+466
144
$781K 0.12%
6,661
-95
145
$780K 0.12%
+10,213
146
$779K 0.12%
1,831
+73
147
$763K 0.12%
17,602
-506
148
$753K 0.12%
3,061
-63
149
$744K 0.12%
12,834
-138
150
$735K 0.11%
3,582
-327
4 5
6
7 8