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
$129M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$639K
3
+$342K
4
BUFB icon
Innovator Laddered Allocation Buffer ETF
BUFB
+$254K
5
ATO icon
Atmos Energy
ATO
+$232K

Top Sells

1
+$290K
2
+$154K
3
+$66.8K
4
NVDA icon
NVIDIA
NVDA
+$64K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$60.3K

Sector Composition

1 Technology 10.25%
2 Financials 7.53%
3 Consumer Discretionary 3.52%
4 Communication Services 3.37%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$444K 0.34%
8,362
-2
52
$434K 0.34%
2,676
-7
53
$414K 0.32%
1,781
-170
54
$414K 0.32%
4,314
55
$404K 0.31%
851
56
$402K 0.31%
688
57
$384K 0.3%
3,914
58
$371K 0.29%
418
59
$351K 0.27%
1,863
60
$347K 0.27%
1,278
61
$342K 0.26%
14,539
+1,354
62
$340K 0.26%
6,449
+5
63
$335K 0.26%
1,204
-27
64
$333K 0.26%
1,094
65
$324K 0.25%
14,618
+580
66
$316K 0.24%
1,369
67
$314K 0.24%
5,040
-1,072
68
$303K 0.23%
501
69
$302K 0.23%
426
70
$294K 0.23%
1,181
71
$280K 0.22%
2,225
72
$278K 0.22%
7,950
73
$274K 0.21%
2,725
74
$271K 0.21%
2,321
-9
75
$268K 0.21%
1,358
1 2
3
4