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
$261M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.71M
3
+$1.62M
4
HD icon
Home Depot
HD
+$1.59M
5
BBY icon
Best Buy
BBY
+$1.46M

Top Sells

1
+$5.57M
2
+$1.97M
3
+$1.7M
4
LPX icon
Louisiana-Pacific
LPX
+$1.68M
5
MMM icon
3M
MMM
+$1.08M

Sector Composition

1 Utilities 23.33%
2 Consumer Discretionary 21.18%
3 Technology 13%
4 Consumer Staples 10.51%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$857K 0.33%
6,834
-68
77
$852K 0.33%
31,157
+3,786
78
$845K 0.32%
2,172
+643
79
$823K 0.32%
2
80
$813K 0.31%
6,080
-200
81
$784K 0.3%
13,327
82
$749K 0.29%
12,130
-70
83
$748K 0.29%
3,897
+997
84
$717K 0.27%
4,425
+508
85
$712K 0.27%
2,700
86
$690K 0.26%
10,753
-107
87
$653K 0.25%
3,261
+866
88
$652K 0.25%
3,325
-69
89
$647K 0.25%
3,940
+20
90
$634K 0.24%
8,703
-52
91
$628K 0.24%
4,420
-11
92
$622K 0.24%
10,465
-16
93
$600K 0.23%
5,512
-13
94
$595K 0.23%
7,659
95
$587K 0.22%
14,633
-94
96
$581K 0.22%
4,772
+1,488
97
$581K 0.22%
12,753
98
$563K 0.22%
22,082
-6,172
99
$529K 0.2%
14,989
-18
100
$524K 0.2%
6,979
+2,141
2 3
4
5 6