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
126
$608K 0.21%
+20,237
127
$583K 0.21%
+3,103
128
$574K 0.2%
+4,409
129
$564K 0.2%
+5,424
130
$556K 0.2%
+5,225
131
$545K 0.19%
+1,064
132
$527K 0.19%
+27,315
133
$527K 0.19%
+8,692
134
$526K 0.19%
+7,454
135
$481K 0.17%
+4,657
136
$474K 0.17%
+9,572
137
$473K 0.17%
+668
138
$467K 0.16%
+11,168
139
$467K 0.16%
+2,986
140
$466K 0.16%
+1,579
141
$464K 0.16%
+470
142
$463K 0.16%
+4,413
143
$461K 0.16%
+808
144
$456K 0.16%
+3,226
145
$422K 0.15%
+13,214
146
$401K 0.14%
+1,431
147
$400K 0.14%
+1,504
148
$396K 0.14%
+529
149
$395K 0.14%
+765
150
$390K 0.14%
+8,029
4 5
6
7 8