4WM

4J Wealth Management Portfolio holdings

AUM $170M
1-Year Est. Return 17.92%
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.2M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$2.41M
3
+$481K
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$461K
5
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$370K

Top Sells

1
+$7.34M
2
+$2.33M
3
+$384K
4
NEE icon
NextEra Energy
NEE
+$379K
5
IBDD
iShares iBonds Mar 2023 Term Corporate ETF
IBDD
+$323K

Sector Composition

1 Financials 7.17%
2 Technology 6.91%
3 Consumer Discretionary 4.31%
4 Industrials 2.51%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$110K 0.12%
17,496
77
– –
-623
78
– –
-86,627
79
– –
-4,536
80
– –
-6,920
81
– –
-21,915
82
– –
-14,063
83
– –
-12,186
1 2 3
4