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
$127M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

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
GOVT icon
51
iShares US Treasury Bond ETF
GOVT
$28.5B
$412K 0.33%
17,940
-485
MCO icon
52
Moody's
MCO
$84.5B
$397K 0.31%
852
-2
NFLX icon
53
Netflix
NFLX
$510B
$395K 0.31%
424
-2
IGM icon
54
iShares Expanded Tech Sector ETF
IGM
$9.57B
$391K 0.31%
4,314
JNJ icon
55
Johnson & Johnson
JNJ
$465B
$385K 0.3%
2,324
-352
COST icon
56
Costco
COST
$415B
$382K 0.3%
404
-2
V icon
57
Visa
V
$664B
$377K 0.3%
1,077
+103
GE icon
58
GE Aerospace
GE
$318B
$362K 0.29%
1,810
-25
MCD icon
59
McDonald's
MCD
$220B
$354K 0.28%
1,132
+38
IBDU icon
60
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.94B
$347K 0.27%
15,009
AXP icon
61
American Express
AXP
$239B
$344K 0.27%
1,278
TSPA icon
62
T. Rowe Price US Equity Research ETF
TSPA
$2B
$335K 0.26%
+9,530
IEF icon
63
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$333K 0.26%
3,495
+10
IBDV icon
64
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.12B
$327K 0.26%
15,068
HLT icon
65
Hilton Worldwide
HLT
$61.2B
$321K 0.25%
1,412
+43
IBIT icon
66
iShares Bitcoin Trust
IBIT
$81.5B
$321K 0.25%
+6,852
IGSB icon
67
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$312K 0.25%
5,954
IBTG icon
68
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$304K 0.24%
13,260
-6,558
ABBV icon
69
AbbVie
ABBV
$406B
$292K 0.23%
1,393
+35
MAR icon
70
Marriott International
MAR
$70.8B
$292K 0.23%
1,224
+43
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$290K 0.23%
4,977
-66
AMT icon
72
American Tower
AMT
$89.6B
$283K 0.22%
1,301
+50
LII icon
73
Lennox International
LII
$18.4B
$281K 0.22%
501
DHR icon
74
Danaher
DHR
$150B
$278K 0.22%
1,354
+192
ITOT icon
75
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$268K 0.21%
2,197
-28