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
101
$519K 0.2%
8,400
-80
102
$512K 0.2%
2,431
-14
103
$503K 0.19%
1,483
-15
104
$501K 0.19%
2,361
+549
105
$499K 0.19%
3,359
-737
106
$499K 0.19%
3,292
-192
107
$493K 0.19%
7,107
-38
108
$488K 0.19%
4,420
-46
109
$482K 0.18%
647
-14
110
$480K 0.18%
2,455
-150
111
$478K 0.18%
10,252
+6,293
112
$448K 0.17%
3,360
+20
113
$446K 0.17%
12,458
114
$434K 0.17%
7,454
-4,051
115
$429K 0.16%
9,851
+2,703
116
$426K 0.16%
4,617
-50
117
$417K 0.16%
1,158
-60
118
$411K 0.16%
10,808
-2,706
119
$411K 0.16%
6,755
-63
120
$401K 0.15%
1,470
-8
121
$386K 0.15%
460
-28
122
$373K 0.14%
6,062
+1,898
123
$370K 0.14%
1,743
-99
124
$370K 0.14%
3,226
-77
125
$361K 0.14%
13,921
-77
3 4
5
6 7