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
201
$472K 0.07%
2,098
+58
202
$469K 0.07%
12,696
203
$466K 0.07%
3,568
-125
204
$464K 0.07%
2,663
-474
205
$460K 0.07%
5,023
-873
206
$458K 0.07%
788
+17
207
$458K 0.07%
2,212
-322
208
$452K 0.07%
1,305
-3
209
$452K 0.07%
12,184
210
$447K 0.07%
34,588
-66
211
$444K 0.07%
2,246
+9
212
$436K 0.07%
9,700
213
$429K 0.07%
4,880
214
$429K 0.07%
3,050
215
$428K 0.07%
4,967
+10
216
$426K 0.07%
8,969
-125
217
$424K 0.07%
1,456
+178
218
$421K 0.07%
648
-2
219
$420K 0.07%
2,480
-3
220
$419K 0.07%
7,856
-134
221
$417K 0.06%
4,588
222
$416K 0.06%
4,422
+56
223
$415K 0.06%
22,624
-1,626
224
$408K 0.06%
1,574
-56
225
$407K 0.06%
1,220
7 8
9
10 11