4WM
4J Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
+2.31%
1 Year Return
+15.14%
3 Year Return
+56.27%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-4.4%)
Cap. Flow
-$6.73M
Cap. Flow
% of AUM
-5.45%
Top 10 Holdings %
Top 10 Hldgs %
59.3%
Holding
92
New
4
Increased
23
Reduced
32
Closed
8
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.7M |
| 2 |
iShares Gold Trust
IAU
|
$1.46M |
| 3 |
Arista Networks
ANET
|
$1.02M |
| 4 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
$893K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$717K |
Top Sells
Sector Composition
| 1 | Technology | 11.37% |
| 2 | Financials | 7.73% |
| 3 | Consumer Discretionary | 4.5% |
| 4 | Communication Services | 3.77% |
| 5 | Industrials | 2.5% |
