We are live on ! Find out more
4WM

4J Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.35M
3
+$1.27M
4
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$1.21M
5
TOUS icon
T. Rowe Price International Equity ETF
TOUS
+$1.18M

Top Sells

1
+$666K
2
+$276K
3
+$262K
4
TXN icon
Texas Instruments
TXN
+$227K
5
PM icon
Philip Morris
PM
+$216K

Sector Composition

1 Technology 9.35%
2 Financials 6.17%
3 Consumer Discretionary 3.56%
4 Communication Services 3.48%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.3%
10,104
-85
52
$507K 0.3%
2,454
-10
53
$491K 0.29%
+8,604
54
$483K 0.28%
3,834
-480
55
$481K 0.28%
1,582
+493
56
$478K 0.28%
363
+1
57
$456K 0.27%
9,081
58
$444K 0.26%
6,827
59
$425K 0.25%
1,278
60
$406K 0.24%
852
61
$404K 0.24%
2,178
-50
62
$377K 0.22%
1,103
+51
63
$372K 0.22%
402
64
$369K 0.22%
1,421
-52
65
$356K 0.21%
15,412
-2,359
66
$334K 0.2%
15,068
67
$333K 0.2%
14,205
-804
68
$327K 0.19%
1,036
-32
69
$323K 0.19%
1,393
70
$320K 0.19%
3,097
-275
71
$314K 0.18%
3,253
-55
72
$312K 0.18%
5,889
-65
73
$301K 0.18%
1,156
74
$298K 0.17%
484
75
$293K 0.17%
1,545
1 2
3
4