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
176
$267K 0.09%
+2,840
177
$265K 0.09%
+1,161
178
$265K 0.09%
+1,630
179
$259K 0.09%
+2,908
180
$259K 0.09%
+9,554
181
$256K 0.09%
+443
182
$255K 0.09%
+1,756
183
$255K 0.09%
+2,028
184
$251K 0.09%
+4,572
185
$250K 0.09%
+3,648
186
$237K 0.08%
+1,512
187
$236K 0.08%
+7,028
188
$235K 0.08%
+620
189
$228K 0.08%
+1,068
190
$225K 0.08%
+30,761
191
$221K 0.08%
+500
192
$216K 0.08%
+2,361
193
$214K 0.08%
+1,267
194
$213K 0.08%
+909
195
$212K 0.07%
+1,372
196
$210K 0.07%
+1,784
197
$204K 0.07%
+5,784
198
$203K 0.07%
+2,028
199
$127K 0.04%
+11,471