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
151
$636K 0.12%
43,127
-2,714
152
$630K 0.12%
10,440
-457
153
$625K 0.12%
7,000
-257
154
$615K 0.12%
4,952
155
$606K 0.11%
2,963
+79
156
$599K 0.11%
4,543
-333
157
$598K 0.11%
8,064
+33
158
$597K 0.11%
59,907
-141
159
$593K 0.11%
3,419
-29
160
$589K 0.11%
11,959
-1,722
161
$584K 0.11%
3,244
-132
162
$571K 0.11%
3,037
163
$570K 0.11%
5,834
+9
164
$563K 0.11%
9,355
-805
165
$561K 0.11%
3,890
-500
166
$559K 0.11%
2,240
167
$555K 0.1%
7,615
-570
168
$548K 0.1%
34,358
-2,616
169
$548K 0.1%
2,957
-80
170
$547K 0.1%
3,153
-87
171
$545K 0.1%
2,848
+358
172
$543K 0.1%
8,520
+300
173
$539K 0.1%
1,879
-73
174
$533K 0.1%
6,572
-305
175
$532K 0.1%
12,473
+212
5 6
7
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