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
$86.1M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.32M
3
+$1.21M
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$604K
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$527K

Top Sells

1
+$1.62M
2
+$774K
3
+$410K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$272K
5
MAR icon
Marriott International
MAR
+$203K

Sector Composition

1 Financials 8.23%
2 Technology 5.89%
3 Consumer Discretionary 3.37%
4 Industrials 2.84%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$395K 0.46%
14,737
52
$384K 0.45%
14,063
-3,710
53
$379K 0.44%
4,536
-874
54
$373K 0.43%
592
-67
55
$349K 0.41%
658
+105
56
$340K 0.4%
11,451
57
$330K 0.38%
5,386
+181
58
$324K 0.38%
10,294
-4,064
59
$323K 0.38%
12,186
60
$310K 0.36%
2,576
-156
61
$296K 0.34%
1,793
+141
62
$291K 0.34%
1,105
63
$262K 0.3%
+5,242
64
$261K 0.3%
1,452
65
$256K 0.3%
10,891
+1,220
66
$249K 0.29%
8,050
67
$241K 0.28%
864
-5
68
$238K 0.28%
5,094
+30
69
$233K 0.27%
992
+51
70
$226K 0.26%
2,669
-24
71
$219K 0.25%
+1,358
72
$218K 0.25%
+8,613
73
$206K 0.24%
+623
74
$204K 0.24%
+692
75
$202K 0.23%
+972
1 2
3
4