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
76
$1.21M 0.42%
+15,005
77
$1.19M 0.42%
+5,134
78
$1.18M 0.41%
+2,835
79
$1.16M 0.41%
+8,409
80
$1.16M 0.41%
+5,254
81
$1.16M 0.41%
+38,568
82
$1.15M 0.4%
+5,727
83
$1.11M 0.39%
+7,630
84
$1.08M 0.38%
+15,360
85
$1.08M 0.38%
+3,541
86
$1.07M 0.37%
+9,626
87
$1.03M 0.36%
+13,421
88
$1.02M 0.36%
+28,057
89
$1.02M 0.36%
+27,744
90
$996K 0.35%
+5,484
91
$996K 0.35%
+5,917
92
$977K 0.34%
+14,274
93
$958K 0.34%
+273,210
94
$950K 0.33%
+12,340
95
$941K 0.33%
+15,691
96
$934K 0.33%
+22,931
97
$931K 0.33%
+1,651
98
$920K 0.32%
+4,979
99
$915K 0.32%
+11,294
100
$913K 0.32%
+3,129
2 3
4
5 6