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
$642M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$780K
3
+$678K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$613K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$556K

Top Sells

1
+$550K
2
+$527K
3
+$359K
4
HSY icon
Hershey
HSY
+$272K
5
MO icon
Altria Group
MO
+$254K

Sector Composition

1 Technology 18.84%
2 Financials 7.24%
3 Healthcare 5.44%
4 Consumer Staples 4.79%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$591K 0.09%
18,696
-2,939
177
$589K 0.09%
57,509
+97
178
$573K 0.09%
4,133
+1,831
179
$571K 0.09%
5,502
+82
180
$568K 0.09%
5,646
+814
181
$567K 0.09%
8,867
-1
182
$561K 0.09%
9,165
+3
183
$553K 0.09%
5,142
+61
184
$541K 0.08%
3,637
+5
185
$540K 0.08%
3,047
-246
186
$537K 0.08%
6,146
-12
187
$535K 0.08%
2,351
-47
188
$516K 0.08%
13,866
-153
189
$512K 0.08%
1,288
190
$511K 0.08%
3,317
+274
191
$509K 0.08%
1,603
-6
192
$507K 0.08%
12,086
+2,561
193
$504K 0.08%
4,021
194
$503K 0.08%
7,693
195
$487K 0.08%
7,702
+745
196
$484K 0.08%
6,610
-400
197
$480K 0.07%
1,382
-12
198
$480K 0.07%
1,884
-503
199
$476K 0.07%
3,531
200
$473K 0.07%
6,760
+88
6 7
8
9 10