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
$462M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.62M
3
+$4.44M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.67M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.29M

Top Sells

1
+$1.04M
2
+$574K
3
+$466K
4
AAPL icon
Apple
AAPL
+$426K
5
MA icon
Mastercard
MA
+$424K

Sector Composition

1 Technology 12.34%
2 Financials 8.18%
3 Healthcare 6.45%
4 Consumer Staples 6.22%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$419K 0.09%
37,233
-4,838
202
$417K 0.09%
1,891
+453
203
$405K 0.09%
3,461
-503
204
$403K 0.09%
1,648
-179
205
$401K 0.09%
728
-139
206
$395K 0.09%
8,247
-239
207
$391K 0.08%
2,328
+501
208
$387K 0.08%
9,886
+23
209
$383K 0.08%
2,045
-172
210
$380K 0.08%
11,577
+3
211
$377K 0.08%
1,893
212
$373K 0.08%
4,085
-130
213
$372K 0.08%
3,705
-498
214
$365K 0.08%
8,307
-5,097
215
$365K 0.08%
1,090
-84
216
$365K 0.08%
11,784
+1,462
217
$362K 0.08%
2,471
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218
$359K 0.08%
4,062
-243
219
$355K 0.08%
1,432
+176
220
$354K 0.08%
7,819
-2,158
221
$353K 0.08%
23,180
-141
222
$352K 0.08%
3,200
223
$347K 0.08%
2,671
-60
224
$346K 0.07%
2,020
-19
225
$344K 0.07%
886
+315
7 8
9
10 11