9WM
9258 Wealth Management Portfolio holdings
AUM
$677M
1-Year Return
39.46%
This Quarter Return
-0.41%
1 Year Return
+39.46%
3 Year Return
+49.64%
5 Year Return
+125.31%
10 Year Return
–
AUM
$375M
AUM Growth
+$3.08M
(+0.83%)
Cap. Flow
+$6.16M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
30.86%
Holding
361
New
10
Increased
169
Reduced
94
Closed
14
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$716K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$638K |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$538K |
| 4 |
Electronic Arts
EA
|
$449K |
| 5 |
MRO
Marathon Oil Corporation
MRO
|
$409K |
Top Sells
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$641K |
| 2 |
Oracle
ORCL
|
$390K |
| 3 |
FedEx
FDX
|
$388K |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$341K |
| 5 |
CVS Health
CVS
|
$268K |
Sector Composition
| 1 | Technology | 19.6% |
| 2 | Financials | 10.24% |
| 3 | Healthcare | 7.45% |
| 4 | Industrials | 6.95% |
| 5 | Consumer Staples | 6.92% |
