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
76
$1.24M 0.46%
2,840
+633
77
$1.19M 0.45%
28,711
-6,483
78
$1.18M 0.44%
8,148
+786
79
$1.18M 0.44%
8,018
+467
80
$1.17M 0.44%
13,291
+5,523
81
$1.14M 0.43%
41,096
-11,075
82
$1.13M 0.42%
121,350
-25,225
83
$1.13M 0.42%
4,860
-90
84
$1.13M 0.42%
14,062
+1,426
85
$1.1M 0.41%
14,789
-219
86
$1.1M 0.41%
4,587
+325
87
$1.1M 0.41%
38,732
+164
88
$1.07M 0.4%
10,817
+5,048
89
$1.07M 0.4%
1,904
+1,077
90
$1.06M 0.4%
22,459
-35,247
91
$1.03M 0.38%
6,178
+779
92
$989K 0.37%
13,461
+2,411
93
$979K 0.37%
2,896
-15
94
$969K 0.36%
3,556
-4
95
$959K 0.36%
14,741
-21
96
$933K 0.35%
8,947
+244
97
$931K 0.35%
54,208
+12,596
98
$908K 0.34%
15,255
+6,568
99
$877K 0.33%
14,263
-187
100
$862K 0.32%
5,577
+1,060
2 3
4
5 6