4WM
4J Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
+5.82%
1 Year Return
+15.14%
3 Year Return
+56.27%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(+11%)
Cap. Flow
+$5M
Cap. Flow
% of AUM
4.85%
Top 10 Holdings %
Top 10 Hldgs %
48.41%
Holding
88
New
12
Increased
23
Reduced
33
Closed
2
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$1.55M |
| 2 |
Apple
AAPL
|
$661K |
| 3 |
Innovator US Equity Ultra Buffer ETF June
UJUN
|
$512K |
| 4 |
Dentsply Sirona
XRAY
|
$367K |
| 5 |
AbbVie
ABBV
|
$216K |
Sector Composition
| 1 | Technology | 8.8% |
| 2 | Financials | 7.19% |
| 3 | Consumer Discretionary | 3.92% |
| 4 | Communication Services | 3.43% |
| 5 | Industrials | 2.32% |
