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
$115M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.66M
3
+$1.47M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.36M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$587K

Top Sells

1
+$2.47M
2
+$1.7M
3
+$1.63M
4
MBB icon
iShares MBS ETF
MBB
+$1.57M
5
MTCH icon
Match Group
MTCH
+$801K

Sector Composition

1 Financials 5.84%
2 Technology 4.25%
3 Communication Services 3.93%
4 Consumer Discretionary 3.72%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.32%
2,540
+20
52
$364K 0.32%
6,770
-150
53
$362K 0.32%
5,382
-222
54
$360K 0.31%
4,914
55
$356K 0.31%
2,161
56
$337K 0.29%
931
57
$330K 0.29%
1,353
58
$326K 0.28%
1,855
-15
59
$318K 0.28%
5,373
+100
60
$308K 0.27%
4,597
-160
61
$305K 0.27%
4,820
-90
62
$304K 0.27%
5,988
63
$280K 0.24%
1,214
64
$274K 0.24%
2,779
65
$261K 0.23%
1,116
66
$259K 0.23%
8,250
-5,437
67
$256K 0.22%
2,223
-131
68
$232K 0.2%
+10,771
69
$226K 0.2%
2,677
70
$211K 0.18%
1,546
71
$208K 0.18%
+520
72
$206K 0.18%
+3,405
73
$148K 0.13%
17,496
74
– –
-37,562
75
– –
-1,654
1 2
3
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