4WM

4J Wealth Management Portfolio holdings

AUM $170M
1-Year Est. Return 17.92%
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.6M
3
+$2.19M
4
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$2.06M
5
BUFB icon
Innovator Laddered Allocation Buffer ETF
BUFB
+$1.95M

Top Sells

1
+$8.13M
2
+$1.75M
3
+$1.08M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$223K
5
TXN icon
Texas Instruments
TXN
+$206K

Sector Composition

1 Technology 8.67%
2 Financials 8.43%
3 Consumer Discretionary 3.63%
4 Communication Services 3.29%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$412K 0.33%
17,940
-485
52
$397K 0.31%
852
-2
53
$395K 0.31%
4,240
-20
54
$391K 0.31%
4,314
55
$385K 0.3%
2,324
-352
56
$382K 0.3%
404
-2
57
$377K 0.3%
1,077
+103
58
$362K 0.29%
1,810
-25
59
$354K 0.28%
1,132
+38
60
$347K 0.27%
15,009
61
$344K 0.27%
1,278
62
$335K 0.26%
+9,530
63
$333K 0.26%
3,495
+10
64
$327K 0.26%
15,068
65
$321K 0.25%
1,412
+43
66
$321K 0.25%
+6,852
67
$312K 0.25%
5,954
68
$304K 0.24%
13,260
-6,558
69
$292K 0.23%
1,393
+35
70
$292K 0.23%
1,224
+43
71
$290K 0.23%
4,977
-66
72
$283K 0.22%
1,301
+50
73
$281K 0.22%
501
74
$278K 0.22%
1,354
+192
75
$268K 0.21%
2,197
-28
1 2
3
4