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
$86.1M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$1.62M
2 +$774K
3 +$410K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$272K
5
MAR icon
Marriott International
MAR
+$203K

Sector Composition

1 Financials 8.23%
2 Technology 5.89%
3 Consumer Discretionary 3.37%
4 Industrials 2.84%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$104K 0.12%
17,496
77
-5,418
78
-1,446