4WM
4J Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
+8.39%
1 Year Return
+15.14%
3 Year Return
+56.27%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.85%
Holding
73
New
73
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$19.3M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$7.88M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$6.66M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$3.51M |
| 5 |
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% |
