4WM

4J Wealth Management Portfolio holdings

AUM $170M
1-Year Est. Return 17.92%
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.6M
3
+$2.19M
4
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$2.06M
5
BUFB icon
Innovator Laddered Allocation Buffer ETF
BUFB
+$1.95M

Top Sells

1
+$8.13M
2
+$1.75M
3
+$1.08M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$223K
5
TXN icon
Texas Instruments
TXN
+$206K

Sector Composition

1 Technology 8.67%
2 Financials 8.43%
3 Consumer Discretionary 3.63%
4 Communication Services 3.29%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.21%
1,545
77
$261K 0.21%
1,562
78
$261K 0.21%
1,063
+135
79
$259K 0.2%
1,673
80
$254K 0.2%
3,352
-23,072
81
$248K 0.2%
5,750
82
$239K 0.19%
2,285
-82
83
$237K 0.19%
6,850
84
$226K 0.18%
+687
85
$220K 0.17%
1,089
86
$212K 0.17%
+9,533
87
$204K 0.16%
2,100
88
$204K 0.16%
7,614
-7,164
89
$202K 0.16%
+888
90
– –
-4,553
91
– –
-8,742
92
– –
-1,096
1 2 3
4