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
$260M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$821K
3 +$642K
4
MSFT icon
Microsoft
MSFT
+$259K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$225K

Top Sells

1 +$4.35M
2 +$624K
3 +$563K
4
BP icon
BP
BP
+$534K
5
SWK icon
Stanley Black & Decker
SWK
+$481K

Sector Composition

1 Technology 20.27%
2 Consumer Discretionary 17.2%
3 Financials 13.28%
4 Consumer Staples 11.41%
5 Healthcare 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$541K 0.21%
3,045
-58
127
$533K 0.21%
4,334
-75
128
$515K 0.2%
5,180
-45
129
$511K 0.2%
10,528
-640
130
$493K 0.19%
8,687
-5
131
$485K 0.19%
827
+384
132
$478K 0.18%
5,678
-582
133
$477K 0.18%
535
+6
134
$471K 0.18%
1,431
135
$471K 0.18%
679
+11
136
$459K 0.18%
3,273
+47
137
$457K 0.18%
7,645
+191
138
$450K 0.17%
16,043
-4,194
139
$443K 0.17%
4,801
-2,450
140
$438K 0.17%
1,084
+16
141
$433K 0.17%
2,802
-184
142
$431K 0.17%
5,094
-330
143
$424K 0.16%
1,671
-732
144
$417K 0.16%
1,508
-71
145
$396K 0.15%
1,609
+700
146
$377K 0.15%
12,450
-764
147
$374K 0.14%
365
-105
148
$372K 0.14%
1,614
-79
149
$368K 0.14%
2,746
+316
150
$361K 0.14%
4,002
-6,241