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
$78.1M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.16M
3
+$446K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$414K
5
UJUN icon
Innovator US Equity Ultra Buffer ETF June
UJUN
+$384K

Top Sells

1
+$4.44M
2
+$1.11M
3
+$275K
4
AEP icon
American Electric Power
AEP
+$215K
5
ABBV icon
AbbVie
ABBV
+$208K

Sector Composition

1 Financials 8.02%
2 Technology 4.8%
3 Consumer Discretionary 2.83%
4 Communication Services 2.79%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.6M 9.73%
95,762
+564
2
$6.62M 8.47%
290,654
+8,326
3
$6.21M 7.94%
17,300
+529
4
$4.76M 6.09%
+198,671
5
$4.31M 5.51%
87,439
+8
6
$4.04M 5.17%
15,121
+78
7
$2.96M 3.78%
36,418
-3,383
8
$2.7M 3.46%
25,768
-160
9
$1.79M 2.29%
3,804
10
$1.75M 2.24%
15,504
-221
11
$1.63M 2.09%
11,816
-125
12
$1.63M 2.09%
38,719
+600
13
$1.51M 1.93%
14,676
+1,664
14
$1.43M 1.83%
15,618
+275
15
$1.36M 1.74%
14,136
-224
16
$1.28M 1.63%
5,482
-163
17
$1.24M 1.59%
25,755
-1,197
18
$1.2M 1.54%
24,222
+364
19
$1.16M 1.48%
+13,252
20
$1.12M 1.43%
17,368
+441
21
$1.1M 1.41%
3,868
-75
22
$1.01M 1.3%
21,418
+566
23
$941K 1.2%
23,567
+2,112
24
$810K 1.04%
9,276
+185
25
$807K 1.03%
2,260
-2
1
2 3 4