4WM

44 Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 18.81%
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.71M
3
+$1.62M
4
HD icon
Home Depot
HD
+$1.59M
5
BBY icon
Best Buy
BBY
+$1.46M

Top Sells

1
+$5.57M
2
+$1.97M
3
+$1.7M
4
LPX icon
Louisiana-Pacific
LPX
+$1.68M
5
MMM icon
3M
MMM
+$1.08M

Sector Composition

1 Utilities 23.33%
2 Consumer Discretionary 21.18%
3 Technology 13%
4 Consumer Staples 10.51%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.95%
7,188
+393
27
$2.47M 0.95%
19,422
+1,040
28
$2.24M 0.86%
22,259
-414
29
$2.24M 0.86%
6,382
-120
30
$2.22M 0.85%
13,742
+1,035
31
$2.2M 0.84%
40,596
+3,504
32
$2.18M 0.83%
6,630
+4,830
33
$2.16M 0.83%
11,880
-225
34
$2.11M 0.81%
10,969
+735
35
$2.09M 0.8%
38,693
-535
36
$2.07M 0.79%
7,036
-131
37
$2.06M 0.79%
47,939
+4,116
38
$2.06M 0.79%
12,511
+34
39
$2.01M 0.77%
15,598
-342
40
$1.94M 0.74%
9,902
+996
41
$1.88M 0.72%
40,539
-208
42
$1.86M 0.71%
2,988
-67
43
$1.79M 0.68%
25,467
-263
44
$1.72M 0.66%
29,142
-592
45
$1.69M 0.65%
31,791
-306
46
$1.64M 0.63%
29,382
-886
47
$1.62M 0.62%
+4,669
48
$1.59M 0.61%
11,943
+778
49
$1.46M 0.56%
+13,801
50
$1.44M 0.55%
7,040
-157
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