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
$100M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.28M
3
+$316K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$211K
5
ABBV icon
AbbVie
ABBV
+$202K

Top Sells

1
+$911K
2
+$695K
3
+$520K
4
D icon
Dominion Energy
D
+$238K
5
AXP icon
American Express
AXP
+$223K

Sector Composition

1 Technology 8.43%
2 Financials 7.19%
3 Consumer Discretionary 3.89%
4 Communication Services 3.73%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$230K 0.23%
1,171
77
$226K 0.23%
6,360
78
$224K 0.22%
976
+12
79
$220K 0.22%
2,336
-50
80
$217K 0.22%
1,551
-807
81
$214K 0.21%
568
82
$212K 0.21%
8,556
+426
83
$208K 0.21%
1,384
84
$202K 0.2%
+1,358
85
– –
-1,278
86
– –
-4,592
87
– –
-1,338
88
– –
-17,496
1 2 3
4