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
$103M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$674K
3
+$613K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$597K
5
ORCL icon
Oracle
ORCL
+$593K

Top Sells

1
+$1.55M
2
+$661K
3
+$512K
4
XRAY icon
Dentsply Sirona
XRAY
+$367K
5
ABBV icon
AbbVie
ABBV
+$216K

Sector Composition

1 Technology 8.8%
2 Financials 7.19%
3 Consumer Discretionary 3.92%
4 Communication Services 3.43%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.23%
2,386
77
$230K 0.22%
1,462
78
$229K 0.22%
964
79
$223K 0.22%
+1,278
80
$222K 0.22%
412
81
$215K 0.21%
+1,171
82
$213K 0.21%
+6,360
83
$205K 0.2%
+8,130
84
$203K 0.2%
+1,338
85
$201K 0.2%
+1,384
86
$118K 0.11%
17,496
87
– –
-1,358
88
– –
-18,587
1 2 3
4