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
$103M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$674K
3
+$613K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$597K
5
ORCL icon
Oracle
ORCL
+$593K

Top Sells

1
+$1.55M
2
+$661K
3
+$512K
4
XRAY icon
Dentsply Sirona
XRAY
+$367K
5
ABBV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.14%
50,707
+18,800
27
$1.16M 1.13%
47,161
+24,243
28
$1.16M 1.12%
23,995
29
$1.01M 0.98%
42,929
+28,715
30
$1M 0.97%
24,135
-192
31
$955K 0.93%
2,154
-117
32
$927K 0.9%
36,001
-6,949
33
$809K 0.78%
35,703
+13,394
34
$726K 0.7%
10,305
-290
35
$696K 0.67%
+29,637
36
$657K 0.64%
8,836
-220
37
$635K 0.62%
4,706
38
$633K 0.61%
16,189
-152
39
$620K 0.6%
24,532
+945
40
$618K 0.6%
2,153
-73
41
$593K 0.58%
+4,977
42
$566K 0.55%
2,920
-284
43
$547K 0.53%
4,566
-173
44
$525K 0.51%
10,553
+17
45
$520K 0.5%
19,746
+5,827
46
$519K 0.5%
+12,804
47
$509K 0.49%
2,309
-20
48
$496K 0.48%
5,138
-34
49
$485K 0.47%
9,270
+360
50
$484K 0.47%
19,507
-3,377
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