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
$277M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.52M
3
+$1.37M
4
MRK icon
Merck
MRK
+$1.27M
5
GIS icon
General Mills
GIS
+$1.23M

Top Sells

1
+$7.09M
2
+$6.69M
3
+$1.05M
4
KMB icon
Kimberly-Clark
KMB
+$1M
5
JNJ icon
Johnson & Johnson
JNJ
+$860K

Sector Composition

1 Utilities 24.87%
2 Consumer Discretionary 18.32%
3 Technology 13.66%
4 Consumer Staples 10.88%
5 Healthcare 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.53%
2,710
-233
52
$1.45M 0.52%
9,515
+1,672
53
$1.41M 0.51%
5,701
+1,203
54
$1.4M 0.5%
2,738
-252
55
$1.39M 0.5%
5,551
+4,609
56
$1.36M 0.49%
29,059
-913
57
$1.35M 0.49%
9,917
-4,731
58
$1.26M 0.46%
20,080
-1,180
59
$1.25M 0.45%
23,421
+1,099
60
$1.25M 0.45%
18,778
+229
61
$1.21M 0.44%
11,942
-2,597
62
$1.2M 0.43%
24,084
+9
63
$1.19M 0.43%
5,490
-528
64
$1.17M 0.42%
17,383
+11,404
65
$1.16M 0.42%
18,497
+229
66
$1.13M 0.41%
5,405
+3,749
67
$1.13M 0.41%
12,379
-1,209
68
$1.1M 0.4%
13,282
-1,332
69
$1.1M 0.4%
13,327
70
$1.1M 0.4%
11,740
-1,306
71
$1.09M 0.39%
6,314
-613
72
$1.06M 0.38%
2
73
$1.02M 0.37%
16,168
+6,243
74
$1M 0.36%
3,666
+432
75
$984K 0.35%
10,473
+1
1 2
3
4 5