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
201
$428K 0.08%
24,250
+341
202
$422K 0.07%
12,184
+900
203
$417K 0.07%
4,588
204
$413K 0.07%
3,050
205
$411K 0.07%
4,880
-245
206
$409K 0.07%
771
+1
207
$408K 0.07%
7,990
-3,969
208
$407K 0.07%
12,696
209
$407K 0.07%
5,325
-60
210
$406K 0.07%
650
+146
211
$406K 0.07%
3,940
212
$404K 0.07%
2,534
+401
213
$403K 0.07%
4,957
-484
214
$400K 0.07%
4,832
+1
215
$397K 0.07%
1,278
-81
216
$393K 0.07%
9,700
217
$392K 0.07%
4,284
-280
218
$387K 0.07%
9,094
-17
219
$382K 0.07%
47,293
-7,558
220
$380K 0.07%
42,808
-2,863
221
$368K 0.06%
1,630
-295
222
$362K 0.06%
1,901
+23
223
$359K 0.06%
9,525
+321
224
$358K 0.06%
6,957
-298
225
$356K 0.06%
5,615
-4,611
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9
10 11