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
176
$353K 0.14%
42,831
-1,163
177
$352K 0.14%
2,696
+232
178
$351K 0.14%
14,221
+125
179
$343K 0.14%
33,742
+4,200
180
$340K 0.14%
4,266
-379
181
$334K 0.14%
14,900
182
$332K 0.13%
4,800
183
$331K 0.13%
3,970
184
$330K 0.13%
3,363
+17
185
$330K 0.13%
4,588
186
$330K 0.13%
6,189
+209
187
$326K 0.13%
7,763
+181
188
$322K 0.13%
8,135
+15
189
$321K 0.13%
+26,016
190
$320K 0.13%
7,162
+24
191
$320K 0.13%
15,000
+5,000
192
$316K 0.13%
2,540
193
$314K 0.13%
+1,824
194
$313K 0.13%
1,425
-723
195
$311K 0.13%
767
196
$310K 0.13%
3,553
+230
197
$307K 0.12%
1,704
198
$302K 0.12%
16,513
+448
199
$302K 0.12%
8,559
-190
200
$301K 0.12%
2,246
+152
6 7
8
9 10