4WM

44 Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.69M
3
+$1.6M
4
EAT icon
Brinker International
EAT
+$1.46M
5
CMI icon
Cummins
CMI
+$1.35M

Top Sells

1
+$2.98M
2
+$2.65M
3
+$1.67M
4
GM icon
General Motors
GM
+$1.66M
5
AXP icon
American Express
AXP
+$1.58M

Sector Composition

1 Technology 19.36%
2 Consumer Discretionary 15.82%
3 Financials 14.53%
4 Healthcare 12.92%
5 Consumer Staples 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.6%
13,534
+30
52
$1.6M 0.6%
+4,337
53
$1.6M 0.6%
2
54
$1.6M 0.6%
9,540
-285
55
$1.55M 0.58%
16,855
-4,728
56
$1.54M 0.58%
2,825
+31
57
$1.51M 0.57%
49,707
+9,980
58
$1.49M 0.56%
2,588
+934
59
$1.46M 0.55%
+9,824
60
$1.46M 0.55%
5,869
+772
61
$1.43M 0.54%
3,264
+387
62
$1.4M 0.52%
10,543
-4,041
63
$1.39M 0.52%
2,865
+265
64
$1.37M 0.51%
14,191
-28
65
$1.35M 0.51%
7,090
+2,089
66
$1.35M 0.51%
+4,302
67
$1.34M 0.5%
35,944
+8,605
68
$1.34M 0.5%
8,358
+1,822
69
$1.33M 0.5%
1,613
-171
70
$1.33M 0.5%
9,358
-2,595
71
$1.33M 0.5%
+18,876
72
$1.31M 0.49%
+24,722
73
$1.3M 0.49%
8,986
+1,799
74
$1.28M 0.48%
6,403
+480
75
$1.27M 0.48%
16,558
-283
1 2
3
4 5