4WM

4J Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$7.88M
3
+$6.66M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.51M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.39%
2 Communication Services 3.94%
3 Technology 3.56%
4 Consumer Discretionary 3.13%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 18.53%
+51,303
2
$7.88M 7.58%
+91,572
3
$6.66M 6.41%
+244,517
4
$3.51M 3.37%
+27,466
5
$3.33M 3.21%
+14,377
6
$2.98M 2.87%
+47,575
7
$2.88M 2.77%
+33,286
8
$2.66M 2.56%
+19,271
9
$2.42M 2.33%
+48,480
10
$2.3M 2.21%
+19,594
11
$2.25M 2.16%
+36,386
12
$2.24M 2.16%
+25,799
13
$2.17M 2.08%
+13,300
14
$2.04M 1.96%
+36,950
15
$2.03M 1.96%
+18,454
16
$1.83M 1.76%
+11,365
17
$1.72M 1.66%
+37,856
18
$1.7M 1.64%
+31,212
19
$1.62M 1.56%
+12,229
20
$1.45M 1.39%
+4,051
21
$1.42M 1.36%
+27,102
22
$1.28M 1.23%
+18,813
23
$1.28M 1.23%
+13,888
24
$1.2M 1.16%
+13,720
25
$1.2M 1.15%
+23,845
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