4A

4Wealth Advisors Portfolio holdings

AUM $108M
1-Year Est. Return 14.52%
This Quarter Est. Return
1 Year Est. Return
+14.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.3M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$580K
3
+$575K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$552K
5
CVX icon
Chevron
CVX
+$540K

Top Sells

1
+$1.22M
2
+$1.11M
3
+$748K
4
WWW icon
Wolverine World Wide
WWW
+$731K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$653K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 7.52%
3 Financials 6.18%
4 Healthcare 4.93%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.62%
1,550
+189
52
$567K 0.62%
5,744
+634
53
$565K 0.62%
6,042
-89
54
$563K 0.61%
2,295
-219
55
$560K 0.61%
1,510
+206
56
$555K 0.61%
9,418
-46
57
$542K 0.59%
1,480
+303
58
$536K 0.58%
649
-49
59
$529K 0.58%
5,145
+1,635
60
$518K 0.57%
+1,194
61
$518K 0.56%
43,542
+13,792
62
$508K 0.55%
8,096
+3,831
63
$495K 0.54%
3,371
-29
64
$483K 0.53%
7,350
-1,303
65
$477K 0.52%
2,847
+181
66
$470K 0.51%
3,950
-808
67
$462K 0.5%
1,401
+323
68
$462K 0.5%
752
+178
69
$455K 0.5%
2,148
+459
70
$451K 0.49%
1,704
+272
71
$446K 0.49%
1,672
-205
72
$434K 0.47%
2,806
-1,026
73
$434K 0.47%
13,047
-10,777
74
$432K 0.47%
1,361
75
$431K 0.47%
5,917
-42
1 2
3
4 5