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
$114M
AUM Growth
-$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$1.28M
3 +$1.16M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$798K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$314K

Sector Composition

1 Financials 7.01%
2 Technology 4.93%
3 Communication Services 4.02%
4 Consumer Discretionary 3.31%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$138K 0.12%
17,496
77
-5,488
78
-521
79
-23,550
80
-1,450