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
$569M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$2.08M
3
+$1.43M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$1.08M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$862K

Top Sells

1
+$1.94M
2
+$1.73M
3
+$1.28M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.24M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$920K

Sector Composition

1 Technology 17.43%
2 Financials 7.14%
3 Healthcare 5.39%
4 Consumer Staples 5.02%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$529K 0.09%
3,632
+245
177
$527K 0.09%
6,281
-272
178
$525K 0.09%
5,420
-88
179
$516K 0.09%
6,370
-44
180
$494K 0.09%
1,648
181
$490K 0.09%
2,483
-8
182
$485K 0.09%
1,288
183
$484K 0.09%
14,019
+620
184
$483K 0.09%
6,672
-540
185
$474K 0.08%
4,366
+842
186
$474K 0.08%
7,010
-1,200
187
$469K 0.08%
3,293
+21
188
$468K 0.08%
4,021
-135
189
$462K 0.08%
3,693
-5
190
$461K 0.08%
984
-3
191
$459K 0.08%
1,308
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192
$452K 0.08%
3,531
193
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2,398
194
$448K 0.08%
2,040
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195
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3,043
+1,133
196
$444K 0.08%
2,237
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197
$443K 0.08%
7,693
198
$443K 0.08%
6,158
+67
199
$439K 0.08%
34,654
+927
200
$435K 0.08%
1,394
+26
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