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
51
$1.36M 0.52%
4,591
+637
52
$1.29M 0.49%
12,724
-167
53
$1.29M 0.49%
3,458
+336
54
$1.26M 0.48%
12,949
-3,436
55
$1.25M 0.48%
5,618
-92
56
$1.25M 0.48%
13,259
+2,036
57
$1.19M 0.45%
3,040
+282
58
$1.15M 0.44%
21,738
-307
59
$1.14M 0.44%
13,451
-221
60
$1.13M 0.43%
18,841
-191
61
$1.12M 0.43%
5,279
+879
62
$1.12M 0.43%
24,075
+9
63
$1.06M 0.41%
7,609
+164
64
$1.05M 0.4%
21,650
-1,110
65
$1.04M 0.4%
6,169
-190
66
$1.03M 0.4%
18,843
-75
67
$1.01M 0.39%
4,203
+91
68
$989K 0.38%
5,433
+633
69
$988K 0.38%
10,422
70
$926K 0.35%
19,202
-106
71
$917K 0.35%
13,535
-68
72
$897K 0.34%
6,776
+191
73
$892K 0.34%
43,737
+1,226
74
$886K 0.34%
11,941
-69
75
$883K 0.34%
10,268
-59
1 2
3
4 5