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
151
$669K 0.12%
1,122
-325
152
$666K 0.12%
60,095
-3,927
153
$663K 0.12%
3,148
+113
154
$645K 0.11%
+46,735
155
$638K 0.11%
12,972
+516
156
$635K 0.11%
29,878
-2,748
157
$622K 0.11%
41,855
-1,419
158
$615K 0.11%
28,437
-932
159
$610K 0.11%
3,890
160
$600K 0.11%
849
-4
161
$582K 0.1%
8,808
-97
162
$569K 0.1%
903
163
$568K 0.1%
6,287
-420
164
$562K 0.1%
2,967
-70
165
$561K 0.1%
4,834
166
$555K 0.1%
5,896
+65
167
$552K 0.1%
4,156
168
$551K 0.1%
3,079
-64
169
$551K 0.1%
5,081
-896
170
$540K 0.09%
9,162
-213
171
$539K 0.09%
8,868
+105
172
$536K 0.09%
57,412
-1,120
173
$535K 0.09%
8,445
-75
174
$535K 0.09%
3,137
-299
175
$531K 0.09%
2,387
+474
5 6
7
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