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
$531M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.16M
3
+$5.29M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.18M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.02M

Top Sells

1
+$7.92M
2
+$6.85M
3
+$3.5M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.47M
5
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.76M

Sector Composition

1 Technology 16.87%
2 Financials 7.06%
3 Consumer Staples 5.72%
4 Healthcare 5.56%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$526K 0.1%
7,723
-35
177
$525K 0.1%
19,815
178
$523K 0.1%
5,490
179
$523K 0.1%
9,252
+382
180
$504K 0.09%
5,125
-200
181
$503K 0.09%
1,648
182
$502K 0.09%
8,210
183
$500K 0.09%
1,248
+180
184
$499K 0.09%
58,068
-3,648
185
$493K 0.09%
6,398
-17
186
$492K 0.09%
912
187
$492K 0.09%
3,897
+561
188
$485K 0.09%
6,009
-554
189
$480K 0.09%
12,047
190
$477K 0.09%
848
-35
191
$471K 0.09%
4,292
+77
192
$460K 0.09%
5,960
+13
193
$457K 0.09%
5,429
+10
194
$450K 0.08%
987
-38
195
$448K 0.08%
1,359
+2
196
$443K 0.08%
1,288
197
$432K 0.08%
2,244
+47
198
$432K 0.08%
1,913
+22
199
$430K 0.08%
24,956
+10
200
$429K 0.08%
2,491
+28
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8
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