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
201
$425K 0.08%
3,698
-119
202
$425K 0.08%
4,100
-52
203
$424K 0.08%
1,888
+314
204
$419K 0.08%
2,136
+335
205
$418K 0.08%
34,233
-1,489
206
$415K 0.08%
4,588
207
$414K 0.08%
45,618
-1,932
208
$412K 0.08%
1,562
-70
209
$411K 0.08%
788
-27
210
$407K 0.08%
2,335
+18
211
$406K 0.08%
3,531
212
$405K 0.08%
5,385
-489
213
$404K 0.08%
15,398
+2,241
214
$404K 0.08%
2,071
-28
215
$403K 0.08%
3,654
-750
216
$397K 0.07%
10,684
-1,355
217
$397K 0.07%
2,371
+373
218
$396K 0.07%
4,151
+287
219
$386K 0.07%
11,332
+48
220
$385K 0.07%
8,440
221
$380K 0.07%
1,232
+56
222
$378K 0.07%
846
+2
223
$375K 0.07%
3,940
-60
224
$372K 0.07%
12,696
-1,150
225
$371K 0.07%
3,050
-150
7 8
9
10 11