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
$78.1M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$4.44M
2 +$1.11M
3 +$275K
4
AEP icon
American Electric Power
AEP
+$215K
5
ABBV icon
AbbVie
ABBV
+$208K

Sector Composition

1 Financials 8.02%
2 Technology 4.8%
3 Consumer Discretionary 2.83%
4 Communication Services 2.79%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-63,294