4WM

4J Wealth Management Portfolio holdings

AUM $170M
1-Year Est. Return 17.92%
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.6M
3
+$2.19M
4
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$2.06M
5
BUFB icon
Innovator Laddered Allocation Buffer ETF
BUFB
+$1.95M

Top Sells

1
+$8.13M
2
+$1.75M
3
+$1.08M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$223K
5
TXN icon
Texas Instruments
TXN
+$206K

Sector Composition

1 Technology 8.67%
2 Financials 8.43%
3 Consumer Discretionary 3.63%
4 Communication Services 3.29%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.85%
44,536
-4,551
27
$971K 0.77%
18,489
-441
28
$949K 0.75%
1,647
+103
29
$949K 0.75%
12,252
30
$945K 0.75%
42,157
+66
31
$935K 0.74%
8,871
-45
32
$895K 0.71%
17,815
+25
33
$796K 0.63%
8,578
+100
34
$725K 0.57%
14,413
-5
35
$720K 0.57%
1,287
36
$698K 0.55%
4,990
37
$681K 0.54%
7,267
38
$659K 0.52%
3,858
-50
39
$631K 0.5%
24,969
+4,340
40
$603K 0.48%
3,902
+413
41
$590K 0.47%
1,258
+128
42
$582K 0.46%
21,555
43
$581K 0.46%
2,015
-150
44
$557K 0.44%
2,026
45
$518K 0.41%
10,189
46
$506K 0.4%
366
-4
47
$470K 0.37%
2,464
48
$455K 0.36%
9,081
49
$440K 0.35%
840
+150
50
$437K 0.34%
12,513
-30
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