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
$86.1M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.32M
3
+$1.21M
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$604K
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$527K

Top Sells

1
+$1.62M
2
+$774K
3
+$410K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$272K
5
MAR icon
Marriott International
MAR
+$203K

Sector Composition

1 Financials 8.23%
2 Technology 5.89%
3 Consumer Discretionary 3.37%
4 Industrials 2.84%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$976K 1.13%
37,890
+7,342
27
$868K 1.01%
2,271
+11
28
$747K 0.87%
10,367
-209
29
$714K 0.83%
3,372
-57
30
$703K 0.82%
48,100
-270
31
$681K 0.79%
28,004
+10,854
32
$676K 0.79%
11,555
-395
33
$665K 0.77%
20,890
34
$578K 0.67%
15,946
+309
35
$536K 0.62%
4,706
-360
36
$527K 0.61%
+21,349
37
$523K 0.61%
+20,914
38
$519K 0.6%
10,532
-114
39
$504K 0.58%
2,851
40
$487K 0.57%
5,087
+898
41
$475K 0.55%
20,407
+4,188
42
$467K 0.54%
19,108
+7,757
43
$458K 0.53%
9,258
+100
44
$455K 0.53%
20,012
+2,992
45
$447K 0.52%
2,338
-110
46
$441K 0.51%
2,600
-58
47
$428K 0.5%
2,931
+1
48
$425K 0.49%
4,817
+80
49
$408K 0.47%
2,810
-10
50
$395K 0.46%
8,175
+355
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