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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
$176M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.48M
3
+$1.56M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.51M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$617K

Top Sells

1
+$2.99M
2
+$2.5M
3
+$844K
4
AKRE
Akre Focus ETF
AKRE
+$418K
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$400K

Sector Composition

1 Technology 7.84%
2 Financials 5.42%
3 Communication Services 3.55%
4 Consumer Discretionary 3.2%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
51
GE Aerospace
GE
$350B
$558K 0.32%
1,967
+107
NEAR icon
52
iShares Short Maturity Bond ETF
NEAR
$4.58B
$530K 0.3%
10,420
+316
RSP icon
53
Invesco S&P 500 Equal Weight ETF
RSP
$90.5B
$524K 0.3%
2,730
+1,185
IVE icon
54
iShares S&P 500 Value ETF
IVE
$48B
$515K 0.29%
2,439
BN icon
55
Brookfield
BN
$101B
$486K 0.28%
12,011
IBDW icon
56
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.4B
$482K 0.27%
23,010
+750
GSY icon
57
Invesco Ultra Short Duration ETF
GSY
$3.52B
$476K 0.27%
9,501
-200
IGM icon
58
iShares Expanded Tech Sector ETF
IGM
$10.6B
$454K 0.26%
3,834
JNJ icon
59
Johnson & Johnson
JNJ
$580B
$454K 0.26%
1,858
-320
MAR icon
60
Marriott International
MAR
$106B
$450K 0.26%
1,376
+220
MCD icon
61
McDonald's
MCD
$202B
$431K 0.25%
1,387
-125
GEV icon
62
GE Vernova
GEV
$253B
$422K 0.24%
484
HLT icon
63
Hilton Worldwide
HLT
$78.8B
$414K 0.24%
1,361
-60
TDG icon
64
TransDigm Group
TDG
$70.3B
$414K 0.24%
357
-2
COST icon
65
Costco
COST
$436B
$401K 0.23%
402
NFLX icon
66
Netflix
NFLX
$338B
$392K 0.22%
4,080
AXP icon
67
American Express
AXP
$222B
$387K 0.22%
1,278
IBIT icon
68
iShares Bitcoin Trust
IBIT
$49.2B
$384K 0.22%
9,993
+276
HGER icon
69
Harbor Commodity All-Weather Strategy ETF
HGER
$3.12B
$366K 0.21%
11,789
+1,625
AGX icon
70
Argan
AGX
$9B
$365K 0.21%
670
-10
GRID icon
71
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.2B
$354K 0.2%
+2,162
IBDV icon
72
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.11B
$348K 0.2%
15,888
+720
MCO icon
73
Moody's
MCO
$78.2B
$338K 0.19%
776
-61
JPM icon
74
JPMorgan Chase
JPM
$859B
$335K 0.19%
1,137
+101
GOVT icon
75
iShares US Treasury Bond ETF
GOVT
$42.6B
$323K 0.18%
14,119
-79
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