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4WM

4J Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.35M
3
+$1.27M
4
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$1.21M
5
TOUS icon
T. Rowe Price International Equity ETF
TOUS
+$1.18M

Top Sells

1
+$666K
2
+$276K
3
+$262K
4
TXN icon
Texas Instruments
TXN
+$227K
5
PM icon
Philip Morris
PM
+$216K

Sector Composition

1 Technology 9.35%
2 Financials 6.17%
3 Consumer Discretionary 3.56%
4 Communication Services 3.48%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$291K 0.17%
4,465
-128
77
$286K 0.17%
1,673
78
$286K 0.17%
5,750
79
$281K 0.16%
1,416
-129
80
$280K 0.16%
12,210
+25
81
$278K 0.16%
1,909
82
$276K 0.16%
1,077
-12
83
$269K 0.16%
6,850
84
$265K 0.16%
501
85
$260K 0.15%
+1,607
86
$248K 0.15%
717
-112
87
$243K 0.14%
1,562
88
$237K 0.14%
9,178
-26,768
89
$231K 0.14%
1,946
+1
90
$214K 0.13%
+744
91
$211K 0.12%
732
+45
92
$208K 0.12%
+2,604
93
$204K 0.12%
7,614
94
$203K 0.12%
9,560
95
– –
-1,186
96
– –
-9,561
97
– –
-1,183
98
– –
-1,095
1 2 3
4