4WM

44 Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.69M
3
+$1.6M
4
EAT icon
Brinker International
EAT
+$1.46M
5
CMI icon
Cummins
CMI
+$1.35M

Top Sells

1
+$2.98M
2
+$2.65M
3
+$1.67M
4
GM icon
General Motors
GM
+$1.66M
5
AXP icon
American Express
AXP
+$1.58M

Sector Composition

1 Technology 19.36%
2 Consumer Discretionary 15.82%
3 Financials 14.53%
4 Healthcare 12.92%
5 Consumer Staples 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.99%
16,605
-513
27
$2.6M 0.98%
36,630
-248
28
$2.51M 0.94%
37,059
+2,716
29
$2.29M 0.86%
1,235
-20
30
$2.28M 0.86%
12,690
-369
31
$2.25M 0.85%
15,025
-524
32
$2.24M 0.84%
25,533
+1,655
33
$2.21M 0.83%
10,581
+1,722
34
$2.17M 0.82%
12,606
+4,174
35
$2.1M 0.79%
6,357
-151
36
$2.09M 0.79%
3,820
+108
37
$2.06M 0.77%
5,879
+739
38
$2.06M 0.77%
8,822
+110
39
$2.06M 0.77%
60,844
+12,672
40
$2.04M 0.77%
55,324
-2,478
41
$1.91M 0.72%
20,359
+1,121
42
$1.86M 0.7%
54,276
+18,579
43
$1.8M 0.68%
+6,473
44
$1.77M 0.67%
24,188
+4,494
45
$1.76M 0.66%
69,350
+1,813
46
$1.7M 0.64%
10,176
-308
47
$1.7M 0.64%
13,281
+993
48
$1.69M 0.63%
+44,228
49
$1.66M 0.62%
19,126
+386
50
$1.64M 0.62%
13,482
+581
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