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
$273M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$9.55M
3 +$4.89M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$4.32M
5
UPS icon
United Parcel Service
UPS
+$4.11M

Sector Composition

1 Technology 12.65%
2 Financials 12.56%
3 Consumer Staples 8.05%
4 Healthcare 7.54%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$409K 0.15%
+2,781
177
$408K 0.15%
14,469
+399
178
$401K 0.15%
6,849
+1,666
179
$397K 0.15%
7,326
-54
180
$393K 0.14%
+5,350
181
$392K 0.14%
2,561
+53
182
$391K 0.14%
26,786
+1,865
183
$385K 0.14%
14,091
+52
184
$382K 0.14%
+4,911
185
$378K 0.14%
+2,714
186
$375K 0.14%
+1,000
187
$373K 0.14%
+9,260
188
$372K 0.14%
+8,368
189
$368K 0.13%
1,858
+143
190
$365K 0.13%
5,571
+41
191
$362K 0.13%
+7,263
192
$362K 0.13%
17,123
+643
193
$362K 0.13%
+6,307
194
$359K 0.13%
37,095
+122
195
$358K 0.13%
+1,704
196
$356K 0.13%
4,432
+808
197
$355K 0.13%
1,096
+326
198
$349K 0.13%
+1,224
199
$349K 0.13%
+2,724
200
$347K 0.13%
2,347
+717