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
$108M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.29M
3 +$634K
4
XYZ
Block Inc
XYZ
+$307K
5
GM icon
General Motors
GM
+$303K

Sector Composition

1 Financials 5.56%
2 Communication Services 4.37%
3 Technology 3.78%
4 Consumer Discretionary 3.71%
5 Industrials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,155