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
$129M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$639K
3
+$342K
4
BUFB icon
Innovator Laddered Allocation Buffer ETF
BUFB
+$254K
5
ATO icon
Atmos Energy
ATO
+$232K

Top Sells

1
+$290K
2
+$154K
3
+$66.8K
4
NVDA icon
NVIDIA
NVDA
+$64K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$60.3K

Sector Composition

1 Technology 10.25%
2 Financials 7.53%
3 Consumer Discretionary 3.52%
4 Communication Services 3.37%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.81%
9,660
-320
27
$1.05M 0.81%
42,943
+1,336
28
$991K 0.77%
19,688
-125
29
$973K 0.75%
18,115
30
$883K 0.68%
1,543
+4
31
$850K 0.66%
4,990
32
$813K 0.63%
8,488
33
$772K 0.6%
15,316
-3,059
34
$744K 0.58%
4,152
-55
35
$738K 0.57%
1,287
36
$689K 0.53%
26,396
-981
37
$664K 0.51%
7,267
38
$639K 0.49%
+5,653
39
$625K 0.48%
27,085
+4,838
40
$591K 0.46%
3,563
-43
41
$580K 0.45%
21,055
42
$576K 0.45%
2,036
-144
43
$560K 0.43%
10,927
+9
44
$558K 0.43%
20,915
+36
45
$551K 0.43%
1,130
+300
46
$541K 0.42%
21,189
+1,240
47
$529K 0.41%
371
48
$526K 0.41%
2,165
49
$486K 0.38%
2,464
50
$446K 0.35%
8,881
-744
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