4WM

44 Wealth Management Portfolio holdings

AUM $286M
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.09M
3
+$2.06M
4
MDLZ icon
Mondelez International
MDLZ
+$2M
5
JPM icon
JPMorgan Chase
JPM
+$1.99M

Top Sells

1
+$2.43M
2
+$2.26M
3
+$1.98M
4
CAT icon
Caterpillar
CAT
+$1.98M
5
CL icon
Colgate-Palmolive
CL
+$1.93M

Sector Composition

1 Technology 21.73%
2 Consumer Discretionary 17.77%
3 Financials 14.22%
4 Healthcare 11.29%
5 Consumer Staples 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.59%
24,340
-570
52
$1.66M 0.56%
10,719
+979
53
$1.65M 0.56%
72,575
+18,703
54
$1.6M 0.54%
4,690
-574
55
$1.59M 0.54%
25,937
+7,651
56
$1.57M 0.53%
13,962
+455
57
$1.54M 0.52%
56,630
+8,132
58
$1.54M 0.52%
43,425
-1,030
59
$1.52M 0.52%
7,555
+68
60
$1.51M 0.51%
2
61
$1.49M 0.51%
6,143
+649
62
$1.48M 0.5%
43,182
+929
63
$1.46M 0.49%
7,810
-259
64
$1.45M 0.49%
59,030
+20,522
65
$1.43M 0.49%
12,778
-428
66
$1.43M 0.49%
+41,995
67
$1.43M 0.49%
+16,541
68
$1.43M 0.48%
3,122
-96
69
$1.43M 0.48%
5,227
-6,182
70
$1.42M 0.48%
+15,635
71
$1.39M 0.47%
8,285
-103
72
$1.38M 0.47%
+49,924
73
$1.38M 0.47%
+6,297
74
$1.38M 0.47%
+8,875
75
$1.37M 0.47%
13,290
-2,177
1 2
3
4 5