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
$284M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$15.4M
3
+$5.61M
4
HD icon
Home Depot
HD
+$5.44M
5
MDT icon
Medtronic
MDT
+$4.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.76%
2 Consumer Discretionary 16.84%
3 Financials 12.79%
4 Healthcare 11.82%
5 Consumer Staples 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 0.95%
+7,034
27
$2.6M 0.92%
+11,652
28
$2.57M 0.9%
+11,668
29
$2.53M 0.89%
+9,382
30
$2.5M 0.88%
+39,585
31
$2.5M 0.88%
+43,988
32
$2.38M 0.84%
+57,168
33
$2.31M 0.81%
+9,377
34
$2.28M 0.8%
+17,369
35
$2.14M 0.75%
+19,100
36
$2.1M 0.74%
+22,921
37
$2.07M 0.73%
+66,244
38
$2.06M 0.72%
+4,006
39
$2.04M 0.72%
+56,877
40
$2.03M 0.72%
+8,100
41
$2.02M 0.71%
+26,651
42
$2.02M 0.71%
+14,734
43
$2.01M 0.71%
+20,274
44
$1.99M 0.7%
+23,878
45
$1.98M 0.7%
+10,947
46
$1.97M 0.69%
+15,467
47
$1.95M 0.69%
+11,236
48
$1.91M 0.67%
+53,687
49
$1.88M 0.66%
+8,659
50
$1.87M 0.66%
+51,351
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