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
151
$382K 0.13%
+3,167
152
$371K 0.13%
+777
153
$367K 0.13%
+21,623
154
$361K 0.13%
+2,737
155
$360K 0.13%
+3,964
156
$357K 0.13%
+3,051
157
$355K 0.12%
+32,083
158
$354K 0.12%
+2,121
159
$352K 0.12%
+1,412
160
$345K 0.12%
+2,568
161
$341K 0.12%
+2,944
162
$341K 0.12%
+1,331
163
$341K 0.12%
+1,693
164
$328K 0.12%
+12,458
165
$326K 0.11%
+2,430
166
$319K 0.11%
+2,300
167
$311K 0.11%
+2,175
168
$304K 0.11%
+4,900
169
$303K 0.11%
+593
170
$293K 0.1%
+929
171
$285K 0.1%
+5,821
172
$283K 0.1%
+17,687
173
$282K 0.1%
+2,600
174
$276K 0.1%
+3,161
175
$273K 0.1%
+1,186
4 5 6
7
8