4WM
49 Wealth Management Portfolio holdings
AUM
$939M
1-Year Est. Return
11.4%
1 Year Est. Return
+11.4%
AUM
$939M
AUM Growth
+$109M
(+13%)
Holding
202
Top Buys
| 1 | +$23.4M | |
| 2 | +$22.3M | |
| 3 | +$20.3M | |
| 4 |
Opal Dividend Income ETF
DIVZ
|
+$15.1M |
| 5 |
Apple
AAPL
|
+$14.9M |
Top Sells
| 1 | +$28.3M | |
| 2 | +$11.3M | |
| 3 | +$6.91M | |
| 4 |
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
|
+$5.84M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$4.56M |
Sector Composition
| 1 | Technology | 3.27% |
| 2 | Financials | 1.2% |
| 3 | Energy | 1% |
| 4 | Consumer Staples | 0.91% |
| 5 | Healthcare | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$579M
| – | – |
-8,781
|
|
||
|
QBER
202
TrueShares Quarterly Bear Hedge ETF
QBER
$220M
| – | – |
-1,140,664
|
|