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
$78.1M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.16M
3
+$446K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$414K
5
UJUN icon
Innovator US Equity Ultra Buffer ETF June
UJUN
+$384K

Top Sells

1
+$4.44M
2
+$1.11M
3
+$275K
4
AEP icon
American Electric Power
AEP
+$215K
5
ABBV icon
AbbVie
ABBV
+$208K

Sector Composition

1 Financials 8.02%
2 Technology 4.8%
3 Consumer Discretionary 2.83%
4 Communication Services 2.79%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$360K 0.46%
5,205
+106
52
$346K 0.44%
659
-20
53
$343K 0.44%
7,820
+1,710
54
$334K 0.43%
11,451
+862
55
$322K 0.41%
12,186
56
$279K 0.36%
553
57
$276K 0.35%
+11,351
58
$272K 0.35%
5,418
-20
59
$256K 0.33%
+1,652
60
$255K 0.33%
1,105
-24
61
$235K 0.3%
8,050
62
$233K 0.3%
5,064
63
$226K 0.29%
+9,671
64
$215K 0.28%
+941
65
$214K 0.27%
2,693
+70
66
$211K 0.27%
869
-85
67
$209K 0.27%
1,452
68
$203K 0.26%
+1,446
69
$103K 0.13%
17,496
70
– –
-1,358
71
– –
-2,246
72
– –
-4,982
73
– –
-421
74
– –
-12,468
75
– –
-1,747
1 2
3
4