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4WM

4J Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.48M
3
+$1.56M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.51M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$617K

Top Sells

1
+$2.99M
2
+$2.5M
3
+$844K
4
AKRE
Akre Focus ETF
AKRE
+$418K
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$400K

Sector Composition

1 Technology 7.84%
2 Financials 5.42%
3 Communication Services 3.55%
4 Consumer Discretionary 3.2%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BINC icon
26
BlackRock Flexible Income ETF
BINC
$16.2B
$1.69M 0.96%
32,640
+28,663
TSLA icon
27
Tesla
TSLA
$1.53T
$1.65M 0.94%
4,434
ANET icon
28
Arista Networks
ANET
$206B
$1.5M 0.85%
12,212
-40
MA icon
29
Mastercard
MA
$433B
$1.24M 0.71%
2,486
-217
IBDS icon
30
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.78B
$1.13M 0.64%
46,618
+5,656
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.39T
$1.01M 0.58%
3,520
-103
META icon
32
Meta Platforms (Facebook)
META
$1.44T
$975K 0.55%
1,704
+36
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$73.2B
$957K 0.54%
8,461
-16
JEPI icon
34
JPMorgan Equity Premium Income ETF
JEPI
$44.7B
$870K 0.49%
15,351
+6,747
MEAR icon
35
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.38B
$865K 0.49%
17,174
SPY icon
36
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$837K 0.48%
1,287
MUB icon
37
iShares National Muni Bond ETF
MUB
$45.3B
$823K 0.47%
7,757
-50
IBTH icon
38
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.19B
$811K 0.46%
36,151
-340
QQQ icon
39
Invesco QQQ Trust
QQQ
$479B
$800K 0.45%
1,386
+56
IBDT icon
40
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.9B
$781K 0.44%
30,842
+1,651
GLD icon
41
SPDR Gold Trust
GLD
$139B
$775K 0.44%
1,802
-160
BUFB icon
42
Innovator Laddered Allocation Buffer ETF
BUFB
$307M
$765K 0.43%
21,309
-545
IGIB icon
43
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
$754K 0.43%
14,158
-2,128
ORCL icon
44
Oracle
ORCL
$530B
$730K 0.42%
4,963
+20
QFLR icon
45
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$515M
$730K 0.41%
21,910
AEP icon
46
American Electric Power
AEP
$70.3B
$727K 0.41%
5,544
VTI icon
47
Vanguard Total Stock Market ETF
VTI
$650B
$700K 0.4%
2,181
+1
SLQD icon
48
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.34B
$690K 0.39%
13,671
QUAL icon
49
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$640K 0.36%
3,338
-269
USMV icon
50
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$582K 0.33%
6,275
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