4WM

4J Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$7.88M
3
+$6.66M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.51M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.39%
2 Communication Services 3.94%
3 Technology 3.56%
4 Consumer Discretionary 3.13%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.13%
+5,290
27
$1.16M 1.12%
+3,804
28
$1.15M 1.11%
+18,088
29
$1.09M 1.05%
+20,890
30
$1.02M 0.98%
+6,469
31
$901K 0.87%
+17,959
32
$869K 0.84%
+7,479
33
$848K 0.82%
+2,269
34
$824K 0.79%
+3,674
35
$764K 0.74%
+12,323
36
$739K 0.71%
+6,163
37
$727K 0.7%
+2,663
38
$691K 0.67%
+1,278
39
$676K 0.65%
+3,572
40
$673K 0.65%
+51,600
41
$637K 0.61%
+12,595
42
$593K 0.57%
+2,983
43
$544K 0.52%
+10,123
44
$469K 0.45%
+15,587
45
$450K 0.43%
+5,140
46
$443K 0.43%
+2,278
47
$436K 0.42%
+10,595
48
$419K 0.4%
+4,155
49
$413K 0.4%
+5,496
50
$404K 0.39%
+654
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