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
$289M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$6.47M
2 +$1.44M
3 +$1.44M
4
TJX icon
TJX Companies
TJX
+$1.43M
5
HOG icon
Harley-Davidson
HOG
+$1.41M

Top Sells

1 +$5.63M
2 +$2.12M
3 +$1.63M
4
ROK icon
Rockwell Automation
ROK
+$1.36M
5
PAG icon
Penske Automotive Group
PAG
+$1.14M

Sector Composition

1 Utilities 23.42%
2 Consumer Discretionary 21.37%
3 Consumer Staples 12.04%
4 Technology 9.52%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-44,480
177
-11,577
178
-6,342
179
-3,618
180
-87,889
181
-3,907
182
-12,248
183
-2,682