4WM

49 Wealth Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 15.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$12.1M
3
+$11.2M
4
DIVZ icon
Polen Dividend Income ETF
DIVZ
+$9.79M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9M

Top Sells

1
+$15.8M
2
+$7.96M
3
+$3.93M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.12M

Sector Composition

1 Technology 2.78%
2 Financials 1.22%
3 Healthcare 0.8%
4 Communication Services 0.69%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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