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 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
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205
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5,023
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206
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788
+17
207
$458K 0.07%
2,212
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208
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1,305
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209
$452K 0.07%
12,184
210
$447K 0.07%
34,588
-66
211
$444K 0.07%
2,246
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212
$436K 0.07%
9,700
213
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4,880
214
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3,050
215
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4,967
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216
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217
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2,480
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221
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4,588
222
$416K 0.06%
4,422
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223
$415K 0.06%
22,624
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224
$408K 0.06%
1,574
-56
225
$407K 0.06%
1,220