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
126
$356K 0.12%
12,561
+3,487
127
$351K 0.12%
1,595
+9
128
$350K 0.12%
2,528
-22
129
$341K 0.12%
2,511
-782
130
$339K 0.12%
4,493
+721
131
$329K 0.11%
2,295
-38
132
$329K 0.11%
1,776
+3
133
$317K 0.11%
1,103
-431
134
$312K 0.11%
1,620
-4
135
$305K 0.1%
442
+1
136
$301K 0.1%
1,802
-23
137
$301K 0.1%
18,858
-214
138
$297K 0.1%
2,652
-33
139
$284K 0.1%
3,167
140
$277K 0.09%
+1,301
141
$276K 0.09%
1,255
-506
142
$275K 0.09%
3,263
-39
143
$272K 0.09%
714
+3
144
$272K 0.09%
9,469
-756
145
$269K 0.09%
3,885
-3,264
146
$264K 0.09%
2,180
-991
147
$263K 0.09%
1,268
-11
148
$262K 0.09%
1,240
-529
149
$262K 0.09%
3,395
-44
150
$255K 0.09%
7,487
-96
4 5
6
7 8