WMS
Wealth Management Solutions Portfolio holdings
AUM
$146M
This Quarter Return
+6.56%
1 Year Return
+10.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
–
Cap. Flow
+$194M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.48%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.54% |
| 2 | Healthcare | 3.25% |
| 3 | Financials | 1.54% |
| 4 | Industrials | 1.54% |
| 5 | Consumer Staples | 1.53% |
