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
151
$432K 0.18%
3,216
+41
152
$426K 0.17%
11,659
-163
153
$419K 0.17%
15,201
-167
154
$410K 0.17%
3,415
-126
155
$409K 0.17%
6,788
156
$402K 0.16%
3,298
+10
157
$401K 0.16%
2,685
+57
158
$399K 0.16%
7,444
+42
159
$399K 0.16%
4,602
+1,270
160
$397K 0.16%
5,787
+52
161
$396K 0.16%
5,761
+1,457
162
$388K 0.16%
27,534
-251
163
$388K 0.16%
4,425
164
$380K 0.15%
2,240
+567
165
$378K 0.15%
12,416
-481
166
$377K 0.15%
+5,690
167
$368K 0.15%
4,466
-320
168
$367K 0.15%
6,945
+100
169
$366K 0.15%
6,404
-13,165
170
$365K 0.15%
14,241
-442
171
$359K 0.15%
1,183
+20
172
$359K 0.15%
3,269
+453
173
$357K 0.14%
58,171
+274
174
$357K 0.14%
27,967
-250
175
$356K 0.14%
1,932
+30
5 6
7
8 9