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
$78.1M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.16M
3
+$446K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$414K
5
UJUN icon
Innovator US Equity Ultra Buffer ETF June
UJUN
+$384K

Top Sells

1
+$4.44M
2
+$1.11M
3
+$275K
4
AEP icon
American Electric Power
AEP
+$215K
5
ABBV icon
AbbVie
ABBV
+$208K

Sector Composition

1 Financials 8.02%
2 Technology 4.8%
3 Consumer Discretionary 2.83%
4 Communication Services 2.79%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$779K 1%
30,548
-4,120
27
$736K 0.94%
3,429
-44
28
$699K 0.89%
10,576
-184
29
$691K 0.88%
11,950
-245
30
$592K 0.76%
20,890
31
$587K 0.75%
48,370
+740
32
$527K 0.67%
5,066
-147
33
$524K 0.67%
10,646
-1,696
34
$504K 0.65%
15,637
+50
35
$475K 0.61%
14,358
+1
36
$466K 0.6%
2,851
+450
37
$453K 0.58%
4,737
-243
38
$452K 0.58%
9,158
+1,778
39
$446K 0.57%
+17,773
40
$439K 0.56%
2,448
+19
41
$424K 0.54%
5,410
+701
42
$414K 0.53%
+17,150
43
$411K 0.53%
2,658
+313
44
$402K 0.51%
4,189
-101
45
$386K 0.49%
17,020
+2,016
46
$384K 0.49%
2,930
-75
47
$384K 0.49%
+14,737
48
$378K 0.48%
16,219
+2,619
49
$371K 0.47%
2,732
50
$362K 0.46%
2,820
-55
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