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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
$176M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.48M
3
+$1.56M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.51M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$617K

Top Sells

1
+$2.99M
2
+$2.5M
3
+$844K
4
AKRE
Akre Focus ETF
AKRE
+$418K
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$400K

Sector Composition

1 Technology 7.84%
2 Financials 5.42%
3 Communication Services 3.55%
4 Consumer Discretionary 3.2%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
76
Chevron
CVX
$373B
$323K 0.18%
1,562
V icon
77
Visa
V
$613B
$319K 0.18%
1,055
-41
AMD icon
78
Advanced Micro Devices
AMD
$834B
$316K 0.18%
1,551
+37
IXN icon
79
iShares Global Tech ETF
IXN
$9.27B
$304K 0.17%
3,044
ATO icon
80
Atmos Energy
ATO
$28.4B
$303K 0.17%
1,643
-30
ABBV icon
81
AbbVie
ABBV
$402B
$303K 0.17%
1,393
IJH icon
82
iShares Core S&P Mid-Cap ETF
IJH
$122B
$293K 0.17%
4,340
+101
BJUL icon
83
Innovator US Equity Buffer ETF July
BJUL
$275M
$286K 0.16%
5,750
HII icon
84
Huntington Ingalls Industries
HII
$11.7B
$283K 0.16%
744
IEF icon
85
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$280K 0.16%
2,932
-116
UAUG icon
86
Innovator US Equity Ultra Buffer ETF August
UAUG
$166M
$270K 0.15%
6,850
IGSB icon
87
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$263K 0.15%
4,999
+290
MTUM icon
88
iShares MSCI USA Momentum Factor ETF
MTUM
$27.2B
$259K 0.15%
1,078
AZN icon
89
AstraZeneca
AZN
$277B
$244K 0.14%
1,236
-1,296
ITOT icon
90
iShares Core S&P Total US Stock Market ETF
ITOT
$92.2B
$237K 0.13%
1,664
-245
BALT icon
91
Innovator Defined Wealth Shield ETF
BALT
$2.47B
$235K 0.13%
7,036
LII icon
92
Lennox International
LII
$17.8B
$233K 0.13%
501
BSCQ icon
93
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$232K 0.13%
+11,860
IJR icon
94
iShares Core S&P Small-Cap ETF
IJR
$107B
$231K 0.13%
1,861
+1
BSCR icon
95
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$230K 0.13%
+11,740
IBTG icon
96
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.3B
$223K 0.13%
9,737
-2,505
DBMF icon
97
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.94B
$222K 0.13%
+7,363
PM icon
98
Philip Morris
PM
$287B
$209K 0.12%
+1,265
LLY icon
99
Eli Lilly
LLY
$1.01T
$204K 0.12%
222
T icon
100
AT&T
T
$164B
$204K 0.12%
+7,037
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4
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