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
$119M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$386K
3
+$364K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$338K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$276K

Top Sells

1
+$2.65M
2
+$2.63M
3
+$565K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$290K
5
IXN icon
iShares Global Tech ETF
IXN
+$286K

Sector Composition

1 Financials 6%
2 Technology 5.41%
3 Communication Services 4.68%
4 Consumer Discretionary 3.92%
5 Industrials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.98%
20,890
27
$1.11M 0.94%
13,329
-200
28
$1.1M 0.93%
21,574
-8
29
$1.08M 0.91%
3,702
-118
30
$1.07M 0.9%
3,180
+10
31
$1.06M 0.89%
2,238
+10
32
$913K 0.77%
11,283
-185
33
$832K 0.7%
1,381
+17
34
$831K 0.7%
16,645
-527
35
$800K 0.67%
5,496
-650
36
$774K 0.65%
5,340
+20
37
$760K 0.64%
3,397
-236
38
$646K 0.54%
10,564
-31
39
$645K 0.54%
5,606
+113
40
$570K 0.48%
5,318
+286
41
$567K 0.48%
2,348
+80
42
$542K 0.46%
11,107
+1,879
43
$488K 0.41%
4,541
-172
44
$448K 0.38%
2,863
45
$436K 0.37%
4,672
-242
46
$422K 0.36%
664
+9
47
$419K 0.35%
2,450
+40
48
$419K 0.35%
8,330
-1,000
49
$394K 0.33%
5,382
50
$384K 0.32%
4,883
-273
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