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
$284M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$15.4M
3
+$5.61M
4
HD icon
Home Depot
HD
+$5.44M
5
MDT icon
Medtronic
MDT
+$4.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.76%
2 Consumer Discretionary 16.84%
3 Financials 12.79%
4 Healthcare 11.82%
5 Consumer Staples 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.64%
+2,028
52
$1.69M 0.6%
+11,256
53
$1.63M 0.57%
+14,253
54
$1.62M 0.57%
+12,980
55
$1.62M 0.57%
+13,452
56
$1.61M 0.57%
+20,788
57
$1.6M 0.56%
+3,098
58
$1.6M 0.56%
+5,895
59
$1.58M 0.55%
+23,680
60
$1.49M 0.53%
+17,383
61
$1.49M 0.52%
+9,001
62
$1.48M 0.52%
+8,097
63
$1.45M 0.51%
+5,116
64
$1.45M 0.51%
+9,527
65
$1.44M 0.51%
+151,837
66
$1.43M 0.5%
+15,936
67
$1.42M 0.5%
+2,729
68
$1.4M 0.49%
+2,989
69
$1.38M 0.49%
+2
70
$1.36M 0.48%
+17,878
71
$1.33M 0.47%
+8,378
72
$1.31M 0.46%
+41,279
73
$1.29M 0.45%
+37,165
74
$1.23M 0.43%
+4,484
75
$1.23M 0.43%
+31,172
1 2
3
4 5