4WM

4J Wealth Management Portfolio holdings

AUM $175M
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$1.83M
3
+$1.44M
4
TTEQ
T. Rowe Price Technology ETF
TTEQ
+$1.35M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.18M

Top Sells

1
+$4.64M
2
+$4.21M
3
+$2.55M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.23M
5
CI icon
Cigna
CI
+$211K

Sector Composition

1 Technology 8.81%
2 Financials 6%
3 Communication Services 3.91%
4 Consumer Discretionary 3.52%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBMN
101
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-7,614
IBTF
102
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-52,674
1 2 3 4
5