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
$115M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.66M
3
+$1.47M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.36M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$587K

Top Sells

1
+$2.47M
2
+$1.7M
3
+$1.63M
4
MBB icon
iShares MBS ETF
MBB
+$1.57M
5
MTCH icon
Match Group
MTCH
+$801K

Sector Composition

1 Financials 5.84%
2 Technology 4.25%
3 Communication Services 3.93%
4 Consumer Discretionary 3.72%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-12,308
77
– –
-30,900
78
– –
-18,981
79
– –
-3,704
1 2 3
4