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
$259M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.22M
3
+$5.72M
4
GS icon
Goldman Sachs
GS
+$1.13M
5
MDT icon
Medtronic
MDT
+$1.12M

Top Sells

1
+$6.57M
2
+$6.05M
3
+$1.88M
4
SGI
Somnigroup International
SGI
+$1.84M
5
TRV icon
Travelers Companies
TRV
+$1.13M

Sector Composition

1 Utilities 25.28%
2 Consumer Discretionary 20.52%
3 Consumer Staples 11.72%
4 Technology 10.54%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.53%
35,189
+256
52
$1.31M 0.51%
11,663
+1,746
53
$1.27M 0.49%
19,287
+509
54
$1.27M 0.49%
27,603
+4,182
55
$1.26M 0.49%
6,328
-113
56
$1.25M 0.48%
2,666
+508
57
$1.23M 0.48%
15,472
-1,732
58
$1.23M 0.48%
32,894
+94
59
$1.21M 0.47%
11,513
-227
60
$1.16M 0.45%
5,396
-94
61
$1.16M 0.45%
29,460
+401
62
$1.14M 0.44%
13,327
63
$1.13M 0.44%
+3,807
64
$1.12M 0.43%
12,064
+122
65
$1.12M 0.43%
+12,448
66
$1.05M 0.4%
10,592
+119
67
$1.04M 0.4%
+63,462
68
$1.03M 0.4%
21,260
+1,180
69
$1M 0.39%
+13,510
70
$1M 0.39%
35,337
+3,106
71
$986K 0.38%
19,715
+1,382
72
$984K 0.38%
+7,236
73
$977K 0.38%
24,102
+18
74
$969K 0.37%
3,678
+96
75
$935K 0.36%
2,666
-44
1 2
3
4 5