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
$103M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$674K
3
+$613K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$597K
5
ORCL icon
Oracle
ORCL
+$593K

Top Sells

1
+$1.55M
2
+$661K
3
+$512K
4
XRAY icon
Dentsply Sirona
XRAY
+$367K
5
ABBV icon
AbbVie
ABBV
+$216K

Sector Composition

1 Technology 8.8%
2 Financials 7.19%
3 Consumer Discretionary 3.92%
4 Communication Services 3.43%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$482K 0.47%
4,785
52
$469K 0.45%
11,714
-9,176
53
$465K 0.45%
2,811
54
$445K 0.43%
2,760
55
$435K 0.42%
8,763
-450
56
$407K 0.39%
455
-36
57
$390K 0.38%
2,190
58
$371K 0.36%
11,347
59
$340K 0.33%
2,358
-210
60
$325K 0.32%
9,658
-661
61
$323K 0.31%
673
+15
62
$323K 0.31%
1,795
63
$322K 0.31%
1,080
-10
64
$311K 0.3%
+12,700
65
$311K 0.3%
4,746
-348
66
$294K 0.29%
845
-21
67
$256K 0.25%
10,841
-350
68
$256K 0.25%
2,917
69
$250K 0.24%
678
70
$250K 0.24%
+568
71
$249K 0.24%
9,758
+728
72
$248K 0.24%
1,164
+161
73
$247K 0.24%
+4,377
74
$238K 0.23%
6,750
-1,300
75
$238K 0.23%
4,592
1 2
3
4