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
$293M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.25M
3
+$2.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.8M
5
TEX icon
Terex
TEX
+$1.68M

Top Sells

1
+$2.3M
2
+$2.04M
3
+$2M
4
UPS icon
United Parcel Service
UPS
+$1.85M
5
CCK icon
Crown Holdings
CCK
+$1.67M

Sector Composition

1 Utilities 21.57%
2 Consumer Discretionary 20.2%
3 Technology 12.01%
4 Consumer Staples 11.99%
5 Healthcare 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.53%
10,679
-1,005
52
$1.54M 0.53%
17,790
-2,810
53
$1.53M 0.52%
17,998
-21
54
$1.47M 0.5%
15,063
+7
55
$1.46M 0.5%
34,308
+1,667
56
$1.42M 0.48%
156,130
-71,770
57
$1.41M 0.48%
6,175
-7
58
$1.35M 0.46%
5,424
-19
59
$1.31M 0.45%
27,834
-25
60
$1.24M 0.42%
3,842
+2
61
$1.2M 0.41%
34,057
-16
62
$1.2M 0.41%
33,894
+1,379
63
$1.13M 0.39%
24,597
-313
64
$1.13M 0.39%
11,401
+28
65
$1.12M 0.38%
33,602
+44
66
$1.12M 0.38%
31,556
+2,175
67
$1.1M 0.38%
+17,528
68
$1.08M 0.37%
5,214
+453
69
$1.08M 0.37%
16,532
-193
70
$1.07M 0.37%
12,803
+4
71
$1.04M 0.35%
2
72
$992K 0.34%
30,401
+3,149
73
$984K 0.34%
767
-93
74
$959K 0.33%
21,041
-110
75
$948K 0.32%
2,021
+483
1 2
3
4 5