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4WM

4J Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.35M
3
+$1.27M
4
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$1.21M
5
TOUS icon
T. Rowe Price International Equity ETF
TOUS
+$1.18M

Top Sells

1
+$666K
2
+$276K
3
+$262K
4
TXN icon
Texas Instruments
TXN
+$227K
5
PM icon
Philip Morris
PM
+$216K

Sector Composition

1 Technology 9.35%
2 Financials 6.17%
3 Consumer Discretionary 3.56%
4 Communication Services 3.48%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.84%
12,615
-363
27
$1.39M 0.82%
27,917
+650
28
$1.38M 0.81%
4,913
-77
29
$1.23M 0.72%
52,674
-110
30
$1.19M 0.7%
1,625
-12
31
$1.11M 0.65%
45,519
-1,811
32
$1.02M 0.6%
8,477
+10
33
$906K 0.53%
16,749
-562
34
$896K 0.53%
17,739
-76
35
$871K 0.51%
8,177
-160
36
$857K 0.5%
1,287
37
$855K 0.5%
3,518
-93
38
$843K 0.5%
37,420
-763
39
$798K 0.47%
22,329
-3,241
40
$792K 0.47%
1,320
41
$717K 0.42%
14,101
-55
42
$715K 0.42%
21,555
43
$707K 0.42%
1,990
44
$702K 0.41%
3,607
-200
45
$675K 0.4%
2,057
+31
46
$599K 0.35%
6,300
-450
47
$596K 0.35%
23,349
-4,870
48
$574K 0.34%
12,558
49
$544K 0.32%
1,810
50
$531K 0.31%
4,430
+200
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