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
$119M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$386K
3
+$364K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$338K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$276K

Top Sells

1
+$2.65M
2
+$2.63M
3
+$565K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$290K
5
IXN icon
iShares Global Tech ETF
IXN
+$286K

Sector Composition

1 Financials 6%
2 Technology 5.41%
3 Communication Services 4.68%
4 Consumer Discretionary 3.92%
5 Industrials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$375K 0.32%
2,528
-73
52
$369K 0.31%
944
+13
53
$368K 0.31%
6,505
-15
54
$363K 0.31%
2,121
-40
55
$358K 0.3%
2,600
+60
56
$322K 0.27%
5,488
+115
57
$320K 0.27%
1,796
+36
58
$312K 0.26%
2,012
+55
59
$304K 0.26%
5,988
60
$303K 0.26%
1,129
-70
61
$281K 0.24%
2,624
-155
62
$276K 0.23%
+693
63
$269K 0.23%
8,050
64
$261K 0.22%
520
65
$258K 0.22%
1,654
66
$253K 0.21%
2,219
-3
67
$253K 0.21%
446
-7
68
$239K 0.2%
1,446
-100
69
$238K 0.2%
4,046
-299
70
$234K 0.2%
1,450
+47
71
$220K 0.19%
+1,346
72
$219K 0.18%
1,011
-73
73
$216K 0.18%
+521
74
$215K 0.18%
3,505
+100
75
$210K 0.18%
10,017
-754
1 2
3
4