4WM

44 Wealth Management Portfolio holdings

AUM $298M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$851K
3 +$606K
4
MSFT icon
Microsoft
MSFT
+$262K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$226K

Top Sells

1 +$4.01M
2 +$624K
3 +$578K
4
BP icon
BP
BP
+$543K
5
CVS icon
CVS Health
CVS
+$541K

Sector Composition

1 Technology 20.27%
2 Consumer Discretionary 17.2%
3 Financials 13.28%
4 Consumer Staples 11.41%
5 Healthcare 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,572
202
-2,175