4WM
4J Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
+3.35%
1 Year Return
+15.14%
3 Year Return
+56.27%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+3.5%)
Cap. Flow
+$350K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
51.81%
Holding
76
New
3
Increased
26
Reduced
32
Closed
4
Top Buys
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$2.16M |
| 2 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$1.29M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$634K |
| 4 |
XYZ
Block, Inc.
XYZ
|
$307K |
| 5 |
General Motors
GM
|
$303K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| – | – |
-37,856
| Closed | -$1.72M |
|