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
$115M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.66M
3
+$1.47M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.36M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$587K

Top Sells

1
+$2.47M
2
+$1.7M
3
+$1.63M
4
MBB icon
iShares MBS ETF
MBB
+$1.57M
5
MTCH icon
Match Group
MTCH
+$801K

Sector Composition

1 Financials 5.84%
2 Technology 4.25%
3 Communication Services 3.93%
4 Consumer Discretionary 3.72%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.12%
17,704
-384
27
$1.23M 1.08%
24,553
+412
28
$1.22M 1.07%
23,592
-485
29
$1.08M 0.94%
3,100
+11
30
$1.07M 0.93%
53,360
-760
31
$1.03M 0.9%
3,820
-16
32
$989K 0.86%
3,600
-97
33
$956K 0.83%
2,233
-36
34
$938K 0.82%
12,748
-832
35
$875K 0.76%
17,436
-89
36
$817K 0.71%
6,146
-645
37
$720K 0.63%
1,364
+50
38
$668K 0.58%
10,595
39
$650K 0.57%
5,320
+140
40
$643K 0.56%
5,570
-475
41
$584K 0.51%
5,392
-14,495
42
$572K 0.5%
+19,103
43
$505K 0.44%
2,268
44
$483K 0.42%
9,565
-2,780
45
$424K 0.37%
655
+1
46
$423K 0.37%
2,863
-13
47
$400K 0.35%
5,436
-60
48
$399K 0.35%
2,410
+296
49
$383K 0.33%
9,296
-65
50
$375K 0.33%
2,601
-656
1
2
3 4