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
+$487K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$312K
3
+$279K
4
DDOG icon
Datadog
DDOG
+$249K
5
HLT icon
Hilton Worldwide
HLT
+$219K

Top Sells

1
+$408K
2
+$309K
3
+$305K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$104K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$94.1K

Sector Composition

1 Financials 5.7%
2 Technology 4.63%
3 Communication Services 4.63%
4 Consumer Discretionary 3.97%
5 Industrials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$376K 0.33%
5,156
-280
52
$375K 0.33%
2,601
53
$362K 0.31%
5,382
54
$349K 0.3%
2,161
55
$344K 0.3%
2,540
56
$343K 0.3%
6,520
-250
57
$336K 0.29%
1,403
+50
58
$331K 0.29%
1,957
+102
59
$331K 0.29%
931
60
$304K 0.26%
5,988
61
$289K 0.25%
1,199
-15
62
$283K 0.25%
5,373
63
$279K 0.24%
4,345
-252
64
$273K 0.24%
2,779
65
$255K 0.22%
2,222
-1
66
$254K 0.22%
8,050
-200
67
$249K 0.22%
+1,760
68
$241K 0.21%
1,084
-32
69
$237K 0.21%
10,771
70
$229K 0.2%
1,546
71
$219K 0.19%
+1,654
72
$215K 0.19%
2,644
-33
73
$207K 0.18%
3,405
74
$204K 0.18%
+453
75
$203K 0.18%
520
1 2
3
4