4WM
4J Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
-1.88%
1 Year Return
+15.14%
3 Year Return
+56.27%
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(-2.5%)
Cap. Flow
-$512K
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
49.84%
Holding
88
New
2
Increased
26
Reduced
34
Closed
4
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$1.51M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.28M |
| 3 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
$316K |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$211K |
| 5 |
AbbVie
ABBV
|
$202K |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$911K |
| 2 |
iShares Global Tech ETF
IXN
|
$695K |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$520K |
| 4 |
Dominion Energy
D
|
$238K |
| 5 |
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% |
