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
101
$909K 0.32%
+44,164
102
$899K 0.32%
+10,243
103
$897K 0.32%
+29,293
104
$832K 0.29%
+21,555
105
$825K 0.29%
+2,599
106
$773K 0.27%
+4,747
107
$755K 0.27%
+26,148
108
$731K 0.26%
+7,251
109
$727K 0.26%
+1,288
110
$725K 0.26%
+13,869
111
$701K 0.25%
+11,508
112
$697K 0.25%
+2,888
113
$694K 0.24%
+4,217
114
$676K 0.24%
+5,354
115
$665K 0.23%
+2,976
116
$661K 0.23%
+29,411
117
$658K 0.23%
+6,260
118
$657K 0.23%
+13,185
119
$639K 0.23%
+3,412
120
$624K 0.22%
+4,133
121
$622K 0.22%
+2,403
122
$619K 0.22%
+2,143
123
$618K 0.22%
+4,425
124
$614K 0.22%
+1,332
125
$610K 0.21%
+27,758
3 4
5
6 7