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
$119M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$386K
3 +$364K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$338K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$276K

Top Sells

1 +$2.65M
2 +$2.63M
3 +$565K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$290K
5
IXN icon
iShares Global Tech ETF
IXN
+$286K

Sector Composition

1 Financials 6%
2 Technology 5.41%
3 Communication Services 4.68%
4 Consumer Discretionary 3.92%
5 Industrials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$206K 0.17%
2,316
-328
77
$160K 0.13%
17,496
78
-23,911
79
-53,436