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
$100M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.28M
3
+$316K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$211K
5
ABBV icon
AbbVie
ABBV
+$202K

Top Sells

1
+$911K
2
+$695K
3
+$520K
4
D icon
Dominion Energy
D
+$238K
5
AXP icon
American Express
AXP
+$223K

Sector Composition

1 Technology 8.43%
2 Financials 7.19%
3 Consumer Discretionary 3.89%
4 Communication Services 3.73%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 1.2%
25,020
+1,025
27
$1.16M 1.15%
23,829
-978
28
$1.01M 1.01%
43,907
-6,800
29
$1.01M 1.01%
24,617
+482
30
$926K 0.92%
36,030
+29
31
$921K 0.92%
2,154
32
$860K 0.86%
37,156
-5,773
33
$675K 0.67%
9,862
-443
34
$670K 0.67%
29,799
-5,904
35
$643K 0.64%
2,143
-10
36
$635K 0.63%
8,779
-57
37
$616K 0.61%
16,825
+636
38
$599K 0.6%
4,579
+13
39
$589K 0.59%
12,804
40
$585K 0.58%
4,441
-265
41
$578K 0.58%
22,785
-1,747
42
$557K 0.55%
23,856
-5,781
43
$556K 0.55%
11,151
+598
44
$542K 0.54%
20,776
+1,030
45
$527K 0.52%
4,977
46
$495K 0.49%
5,406
+268
47
$484K 0.48%
2,277
-32
48
$482K 0.48%
4,785
49
$467K 0.46%
18,820
-687
50
$460K 0.46%
2,796
-124
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