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
$259M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$6.22M
3 +$5.72M
4
GS icon
Goldman Sachs
GS
+$1.13M
5
MDT icon
Medtronic
MDT
+$1.12M

Top Sells

1 +$6.57M
2 +$6.05M
3 +$1.88M
4
SGI
Somnigroup International
SGI
+$1.84M
5
TRV icon
Travelers Companies
TRV
+$1.13M

Sector Composition

1 Utilities 25.28%
2 Consumer Discretionary 20.52%
3 Consumer Staples 11.72%
4 Technology 10.54%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-13,282
177
-2,204
178
-1,551
179
-5,405
180
-2,158
181
-33,556
182
-282,648
183
-6,314
184
-65,815