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
$93.2M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$2.41M
3
+$481K
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$461K
5
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$370K

Top Sells

1
+$7.34M
2
+$2.33M
3
+$384K
4
NEE icon
NextEra Energy
NEE
+$379K
5
IBDD
iShares iBonds Mar 2023 Term Corporate ETF
IBDD
+$323K

Sector Composition

1 Financials 7.17%
2 Technology 6.91%
3 Consumer Discretionary 4.31%
4 Industrials 2.51%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 1.09%
9,276
27
$1.01M 1.09%
24,327
+349
28
$930K 1%
2,271
29
$821K 0.88%
20,890
30
$787K 0.84%
32,071
+4,067
31
$751K 0.81%
31,907
+11,500
32
$677K 0.73%
10,595
-960
33
$659K 0.71%
9,056
-1,311
34
$655K 0.7%
3,204
-168
35
$610K 0.65%
16,341
+395
36
$594K 0.64%
23,587
+2,673
37
$584K 0.63%
4,706
38
$568K 0.61%
22,884
+1,535
39
$564K 0.61%
22,918
+3,810
40
$523K 0.56%
10,536
+4
41
$515K 0.55%
22,309
+2,297
42
$513K 0.55%
5,172
+85
43
$512K 0.55%
18,587
+3,850
44
$492K 0.53%
4,739
-78
45
$481K 0.52%
+4,785
46
$475K 0.51%
2,329
-9
47
$472K 0.51%
2,226
-350
48
$457K 0.49%
9,213
-45
49
$446K 0.48%
8,910
+735
50
$436K 0.47%
2,811
-40
1
2
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