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
+$487K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$312K
3
+$279K
4
DDOG icon
Datadog
DDOG
+$249K
5
HLT icon
Hilton Worldwide
HLT
+$219K

Top Sells

1
+$408K
2
+$309K
3
+$305K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$104K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$94.1K

Sector Composition

1 Financials 5.7%
2 Technology 4.63%
3 Communication Services 4.63%
4 Consumer Discretionary 3.97%
5 Industrials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 1.05%
20,890
27
$1.16M 1.01%
3,633
+33
28
$1.11M 0.97%
21,582
-2,010
29
$1.1M 0.95%
52,960
-400
30
$1.08M 0.94%
3,170
+70
31
$1.01M 0.88%
3,820
32
$1M 0.87%
13,529
-4,175
33
$956K 0.83%
2,228
-5
34
$861K 0.75%
17,172
-264
35
$843K 0.73%
11,468
-1,280
36
$833K 0.72%
1,364
37
$810K 0.7%
6,146
38
$711K 0.62%
5,320
39
$633K 0.55%
5,493
-77
40
$623K 0.54%
10,595
41
$575K 0.5%
19,097
-6
42
$538K 0.47%
+5,032
43
$510K 0.44%
4,713
-679
44
$504K 0.44%
2,268
45
$471K 0.41%
9,330
-235
46
$416K 0.36%
2,863
47
$409K 0.36%
655
48
$399K 0.35%
9,228
-68
49
$396K 0.34%
2,410
50
$386K 0.34%
4,914
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2
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