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
151
$240K 0.09%
+1,221
152
$239K 0.09%
+1,575
153
$234K 0.09%
2,094
+44
154
$233K 0.09%
20,681
+123
155
$229K 0.09%
1,939
-103
156
$227K 0.09%
1,363
-73
157
$225K 0.09%
2,800
158
$220K 0.08%
6,381
-35
159
$220K 0.08%
3,150
-163
160
$220K 0.08%
802
161
$220K 0.08%
1,105
-544
162
$213K 0.08%
496
+4
163
$212K 0.08%
+829
164
$211K 0.08%
5,743
+12
165
$211K 0.08%
10,396
166
$209K 0.08%
8,491
+109
167
$208K 0.08%
+1,244
168
$207K 0.08%
939
169
$205K 0.08%
9,246
-40
170
$205K 0.08%
700
-31
171
$203K 0.08%
3,708
-19
172
$202K 0.08%
2,152
-103
173
$202K 0.08%
2,048
-107
174
$201K 0.08%
1,187
175
$147K 0.06%
10,408
4 5 6
7
8