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
$124M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$1.46M
3
+$893K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$717K
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$422K

Top Sells

1
+$6.89M
2
+$3.82M
3
+$1.66M
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$689K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$639K

Sector Composition

1 Technology 11.37%
2 Financials 7.73%
3 Consumer Discretionary 4.5%
4 Communication Services 3.77%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$404K 0.33%
854
+3
52
$393K 0.32%
14,778
-6,137
53
$387K 0.31%
2,676
54
$380K 0.31%
426
55
$379K 0.31%
1,278
56
$372K 0.3%
406
-12
57
$349K 0.28%
690
+2
58
$342K 0.28%
15,009
+470
59
$338K 0.27%
1,369
60
$329K 0.27%
1,181
61
$322K 0.26%
3,485
-429
62
$322K 0.26%
15,068
+450
63
$317K 0.26%
1,094
64
$314K 0.25%
5,043
+3
65
$308K 0.25%
974
+7
66
$308K 0.25%
5,954
-495
67
$306K 0.25%
1,835
-28
68
$305K 0.25%
501
69
$286K 0.23%
2,225
70
$273K 0.22%
2,367
+46
71
$271K 0.22%
+1,545
72
$267K 0.22%
1,162
-42
73
$256K 0.21%
5,750
74
$243K 0.2%
6,850
-1,100
75
$241K 0.2%
1,358
1 2
3
4