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4WM
4J Wealth Management Portfolio holdings
AUM
$176M
1-Year Est. Return
16.93%
This Fund
S&P 500
1 Year Est. Return
+16.93%
AUM
$93.2M
AUM Growth
+$7.05M
(+8.2%)
Holding
83
Top Buys
| 1 | +$8.08M | |
| 2 | +$2.39M | |
| 3 | +$480K | |
| 4 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
+$459K |
| 5 |
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
|
+$368K |
Top Sells
| 1 | +$7.34M | |
| 2 | +$2.33M | |
| 3 | +$384K | |
| 4 |
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% |