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4WM
4J Wealth Management Portfolio holdings
AUM
$176M
1-Year Est. Return
16.93%
This Fund
S&P 500
1 Year Est. Return
+16.93%
AUM
$176M
AUM Growth
+$1.24M
(+0.71%)
Holding
106
Top Buys
| 1 | +$4.74M | |
| 2 | +$4.48M | |
| 3 | +$1.56M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$1.51M |
| 5 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$617K |
Top Sells
| 1 | +$2.99M | |
| 2 | +$2.5M | |
| 3 | +$844K | |
| 4 |
AKRE
Akre Focus ETF
AKRE
|
+$418K |
| 5 |
T. Rowe Price Floating Rate ETF
TFLR
|
+$400K |
Sector Composition
| 1 | Technology | 7.84% |
| 2 | Financials | 5.42% |
| 3 | Communication Services | 3.55% |
| 4 | Consumer Discretionary | 3.2% |
| 5 | Industrials | 2.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares MSCI USA Value Factor ETF
VLUE
$14.3B
| $203K | 0.12% |
+1,428
|
|
||
102
NextEra Energy
NEE
$179B
| – | – |
-2,543
|
|
||
103
UnitedHealth
UNH
$371B
| – | – |
-738
|
|
||
104
Vanguard Growth ETF
VUG
$221B
| – | – |
-2,604
|
|
||
|
AKRE
105
Akre Focus ETF
AKRE
$5.72B
| – | – |
-6,384
|
|
||
106
Danaher
DHR
$127B
| – | – |
-1,075
|
|