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
$129M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$639K
3
+$342K
4
BUFB icon
Innovator Laddered Allocation Buffer ETF
BUFB
+$254K
5
ATO icon
Atmos Energy
ATO
+$232K

Top Sells

1
+$290K
2
+$154K
3
+$66.8K
4
NVDA icon
NVIDIA
NVDA
+$64K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$60.3K

Sector Composition

1 Technology 10.25%
2 Financials 7.53%
3 Consumer Discretionary 3.52%
4 Communication Services 3.37%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.21%
967
77
$259K 0.2%
11,515
+1,405
78
$251K 0.19%
5,750
79
$233K 0.18%
1,103
-150
80
$232K 0.18%
+1,673
81
$230K 0.18%
1,562
82
$229K 0.18%
4,600
83
$226K 0.18%
1,096
84
$223K 0.17%
8,691
+36
85
$221K 0.17%
1,088
86
$217K 0.17%
+2,571
87
$216K 0.17%
623
88
$207K 0.16%
2,100
89
– –
-11,646
1 2 3
4