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
$293M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.25M
3
+$2.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.8M
5
TEX icon
Terex
TEX
+$1.68M

Top Sells

1
+$2.3M
2
+$2.04M
3
+$2M
4
UPS icon
United Parcel Service
UPS
+$1.85M
5
CCK icon
Crown Holdings
CCK
+$1.67M

Sector Composition

1 Utilities 21.57%
2 Consumer Discretionary 20.2%
3 Technology 12.01%
4 Consumer Staples 11.99%
5 Healthcare 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$559K 0.19%
6,908
+140
102
$544K 0.19%
3,204
-22
103
$544K 0.19%
7,454
104
$520K 0.18%
1,162
-415
105
$512K 0.17%
706
-40
106
$488K 0.17%
8,084
-57
107
$484K 0.17%
3,261
-29
108
$468K 0.16%
2,289
-21
109
$467K 0.16%
4,129
+949
110
$463K 0.16%
13,619
-166
111
$461K 0.16%
6,006
-77
112
$450K 0.15%
1,827
-14
113
$448K 0.15%
6,154
+752
114
$432K 0.15%
24,738
115
$430K 0.15%
10,752
-135
116
$428K 0.15%
1,816
-14
117
$406K 0.14%
11,277
-101
118
$402K 0.14%
3,002
+35
119
$396K 0.14%
2,058
-20
120
$392K 0.13%
6,254
-74
121
$391K 0.13%
857
-2,335
122
$386K 0.13%
9,373
-201
123
$377K 0.13%
3,631
+1,094
124
$373K 0.13%
1,094
-360
125
$360K 0.12%
10,883
+164
3 4
5
6 7