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
201
$371K 0.09%
2,565
+23
202
$370K 0.09%
1,288
203
$370K 0.09%
11,574
-1,712
204
$370K 0.09%
1,827
-233
205
$368K 0.09%
42,990
+35
206
$368K 0.09%
4,305
+151
207
$366K 0.09%
7,354
-730
208
$366K 0.09%
9,863
-229
209
$361K 0.09%
1,312
-2
210
$361K 0.09%
1,681
-203
211
$360K 0.09%
4,340
+481
212
$358K 0.09%
23,321
-1,632
213
$358K 0.09%
1,174
-85
214
$356K 0.09%
1,893
+5
215
$354K 0.09%
2,078
+56
216
$350K 0.09%
4,823
-1,499
217
$348K 0.09%
4,215
-192
218
$348K 0.09%
2,565
-983
219
$340K 0.09%
2,217
+195
220
$336K 0.09%
7,810
-2,640
221
$335K 0.09%
55,119
-6,977
222
$330K 0.08%
3,964
-616
223
$328K 0.08%
1,586
-19
224
$325K 0.08%
895
225
$324K 0.08%
1,827
-148
7 8
9
10 11