4WM
4J Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
-1.49%
1 Year Return
+15.14%
3 Year Return
+56.27%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+2.7%)
Cap. Flow
+$6.9M
Cap. Flow
% of AUM
5.44%
Top 10 Holdings %
Top 10 Hldgs %
55.74%
Holding
92
New
8
Increased
31
Reduced
27
Closed
3
Top Buys
Top Sells
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$8.13M |
| 2 |
iShares Global Tech ETF
IXN
|
$1.75M |
| 3 |
NVIDIA
NVDA
|
$1.08M |
| 4 |
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
|
$223K |
| 5 |
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% |
