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
+$487K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$538K
2 +$312K
3 +$279K
4
DDOG icon
Datadog
DDOG
+$249K
5
HLT icon
Hilton Worldwide
HLT
+$219K

Sector Composition

1 Financials 5.7%
2 Technology 4.63%
3 Communication Services 4.63%
4 Consumer Discretionary 3.97%
5 Industrials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$141K 0.12%
17,496
77
-4,820