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
$100M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.28M
3
+$316K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$211K
5
ABBV icon
AbbVie
ABBV
+$202K

Top Sells

1
+$911K
2
+$695K
3
+$520K
4
D icon
Dominion Energy
D
+$238K
5
AXP icon
American Express
AXP
+$223K

Sector Composition

1 Technology 8.43%
2 Financials 7.19%
3 Consumer Discretionary 3.89%
4 Communication Services 3.73%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$436K 0.43%
8,763
52
$432K 0.43%
2,773
-38
53
$425K 0.42%
2,760
54
$400K 0.4%
11,714
55
$386K 0.38%
458
+3
56
$384K 0.38%
7,700
-1,570
57
$375K 0.37%
2,190
58
$345K 0.34%
685
+12
59
$316K 0.31%
+12,755
60
$305K 0.3%
12,700
61
$298K 0.3%
9,531
-127
62
$292K 0.29%
1,835
+40
63
$285K 0.28%
1,080
64
$283K 0.28%
4,446
-300
65
$270K 0.27%
854
+9
66
$259K 0.26%
1,179
+15
67
$257K 0.26%
7,897
-3,450
68
$256K 0.26%
10,841
69
$256K 0.25%
2,898
-19
70
$250K 0.25%
9,797
+39
71
$247K 0.25%
1,462
72
$243K 0.24%
678
73
$238K 0.24%
4,377
74
$233K 0.23%
412
75
$233K 0.23%
6,750
1 2
3
4