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
$391M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.58M
3
+$3.62M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$3.31M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.82M

Top Sells

1
+$2.48M
2
+$1.85M
3
+$1.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$565K
5
MSFT icon
Microsoft
MSFT
+$396K

Sector Composition

1 Technology 13.81%
2 Financials 8.42%
3 Healthcare 6.65%
4 Consumer Staples 6.22%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$453K 0.12%
4,459
-522
177
$449K 0.11%
11,165
+149
178
$441K 0.11%
6,008
-1,578
179
$441K 0.11%
8,049
+90
180
$440K 0.11%
867
+33
181
$432K 0.11%
8,210
182
$428K 0.11%
15,207
183
$428K 0.11%
5,490
184
$424K 0.11%
4,419
-157
185
$420K 0.11%
48,353
-3,300
186
$417K 0.11%
6,371
+1,600
187
$416K 0.11%
9,977
+266
188
$414K 0.11%
16,071
-365
189
$407K 0.1%
4,507
+423
190
$402K 0.1%
8,486
-2,677
191
$395K 0.1%
471
+6
192
$393K 0.1%
4,588
193
$388K 0.1%
4,203
-715
194
$386K 0.1%
2,620
-93
195
$383K 0.1%
4,088
-341
196
$381K 0.1%
7,742
+19
197
$377K 0.1%
3,680
-157
198
$376K 0.1%
7,710
-172
199
$373K 0.1%
22,445
-714
200
$371K 0.09%
62,283
-1,698
6 7
8
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