4A
4Wealth Advisors Portfolio holdings
AUM $90.3M
This Quarter Return
-0.6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.3M
AUM Growth
-$7.46M (-8%)
Cap. Flow
-$5.74M
Cap. Flow % of AUM
-6.36%
Top 10 Holdings %Top 10 Hldgs %
29.93%
Holding
151
New
10
Increased
58
Reduced
52
Closed
28
Top Buys
| 1 | $590K | |
| 2 | $580K | |
| 3 | $575K | |
| 4 | $552K | |
| 5 | $540K |
Top Sells
| 1 | $1.22M | |
| 2 | $1.11M | |
| 3 | $748K | |
| 4 | $731K | |
| 5 | $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% |