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
$93.2M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$2.41M
3
+$481K
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$461K
5
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$370K

Top Sells

1
+$7.34M
2
+$2.33M
3
+$384K
4
NEE icon
NextEra Energy
NEE
+$379K
5
IBDD
iShares iBonds Mar 2023 Term Corporate ETF
IBDD
+$323K

Sector Composition

1 Financials 7.17%
2 Technology 6.91%
3 Consumer Discretionary 4.31%
4 Industrials 2.51%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$419K 0.45%
2,760
-50
52
$401K 0.43%
2,190
-410
53
$370K 0.4%
+13,919
54
$362K 0.39%
491
-101
55
$357K 0.38%
2,568
-363
56
$353K 0.38%
11,347
-104
57
$339K 0.36%
+14,214
58
$336K 0.36%
10,319
+25
59
$334K 0.36%
1,795
+2
60
$311K 0.33%
658
61
$305K 0.33%
1,090
-15
62
$288K 0.31%
5,094
63
$265K 0.28%
866
+2
64
$264K 0.28%
11,191
+300
65
$263K 0.28%
8,050
66
$257K 0.28%
4,592
-794
67
$239K 0.26%
1,462
+10
68
$230K 0.25%
9,030
+417
69
$224K 0.24%
1,003
+11
70
$223K 0.24%
+2,917
71
$218K 0.23%
+678
72
$217K 0.23%
964
-8
73
$216K 0.23%
1,358
74
$216K 0.23%
2,386
-283
75
$205K 0.22%
+412
1 2
3
4