4WM
44 Wealth Management Portfolio holdings
AUM
$282M
1-Year Est. Return
18.81%
1 Year Est. Return
+18.81%
AUM
$266M
AUM Growth
+$6.31M
(+2.4%)
Holding
209
Top Buys
| 1 | +$1.8M | |
| 2 | +$1.69M | |
| 3 | +$1.6M | |
| 4 |
Brinker International
EAT
|
+$1.46M |
| 5 |
Cummins
CMI
|
+$1.35M |
Top Sells
| 1 | +$2.98M | |
| 2 | +$2.65M | |
| 3 | +$1.67M | |
| 4 |
General Motors
GM
|
+$1.66M |
| 5 |
American Express
AXP
|
+$1.58M |
Sector Composition
| 1 | Technology | 19.36% |
| 2 | Consumer Discretionary | 15.82% |
| 3 | Financials | 14.53% |
| 4 | Healthcare | 12.92% |
| 5 | Consumer Staples | 12.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Interpublic Group of Companies
IPG
$9.78B
| – | – |
-16,043
|
|
||
202
Lockheed Martin
LMT
$118B
| – | – |
-667
|
|
||
203
Louisiana-Pacific
LPX
$6.31B
| – | – |
-2,028
|
|
||
204
Novo Nordisk
NVO
$249B
| – | – |
-2,759
|
|
||
205
Newell Brands
NWL
$2.05B
| – | – |
-28,119
|
|
||
206
Owens Corning
OC
$10.6B
| – | – |
-9,807
|
|
||
207
Pfizer
PFE
$140B
| – | – |
-24,357
|
|
||
208
Suncor Energy
SU
$46.7B
| – | – |
-19,827
|
|
||
209
UBS Group
UBS
$121B
| – | – |
-12,450
|
|