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
126
$359K 0.14%
1,855
-89
127
$353K 0.14%
8,859
-468
128
$350K 0.13%
8,327
-38
129
$335K 0.13%
1,011
+9
130
$329K 0.13%
4,845
-1,553
131
$324K 0.12%
4,030
-23
132
$314K 0.12%
1,571
-22
133
$309K 0.12%
3,167
134
$304K 0.12%
5,287
-237
135
$299K 0.11%
10,086
+45
136
$297K 0.11%
3,661
+2
137
$295K 0.11%
1,702
-71
138
$278K 0.11%
3,808
139
$271K 0.1%
1,894
-677
140
$269K 0.1%
4,844
-27
141
$268K 0.1%
9,013
-428
142
$263K 0.1%
6,192
-24
143
$263K 0.1%
620
144
$260K 0.1%
1,653
145
$256K 0.1%
+2,667
146
$252K 0.1%
+4,215
147
$252K 0.1%
1,608
-8
148
$251K 0.1%
1,434
-7
149
$248K 0.09%
406
+5
150
$240K 0.09%
1,950
-84
4 5
6
7 8