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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$7.88M
3
+$6.66M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.51M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.39%
2 Communication Services 3.94%
3 Technology 3.56%
4 Consumer Discretionary 3.13%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$399K 0.38%
+3,119
52
$372K 0.36%
+2,089
53
$346K 0.33%
+1,912
54
$340K 0.33%
+2,161
55
$337K 0.32%
+2,913
56
$337K 0.32%
+5,784
57
$327K 0.31%
+7,120
58
$322K 0.31%
+7,673
59
$321K 0.31%
+2,716
60
$320K 0.31%
+5,605
61
$310K 0.3%
+9,361
62
$268K 0.26%
+925
63
$265K 0.26%
+3,085
64
$260K 0.25%
+1,214
65
$248K 0.24%
+1,134
66
$246K 0.24%
+3,189
67
$242K 0.23%
+4,788
68
$232K 0.22%
+1,761
69
$231K 0.22%
+4,030
70
$225K 0.22%
+1,990
71
$211K 0.2%
+2,543
72
$209K 0.2%
+2,188
73
$129K 0.12%
+17,496
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