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
$129M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$639K
3
+$342K
4
BUFB icon
Innovator Laddered Allocation Buffer ETF
BUFB
+$254K
5
ATO icon
Atmos Energy
ATO
+$232K

Top Sells

1
+$290K
2
+$154K
3
+$66.8K
4
NVDA icon
NVIDIA
NVDA
+$64K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$60.3K

Sector Composition

1 Technology 10.25%
2 Financials 7.53%
3 Consumer Discretionary 3.52%
4 Communication Services 3.37%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 15.18%
33,975
+593
2
$9.98M 7.73%
159,265
+579
3
$7.47M 5.78%
318,402
+1,224
4
$7.33M 5.67%
220,322
+6,883
5
$7.16M 5.55%
138,766
+17,143
6
$6.6M 5.11%
14,332
-131
7
$5.15M 3.99%
42,406
-527
8
$4.13M 3.2%
130,869
+8,041
9
$3.84M 2.98%
16,496
-4
10
$3.82M 2.96%
159,235
-1,687
11
$2.58M 2%
15,415
-288
12
$2.41M 1.86%
12,923
-145
13
$2.17M 1.68%
26,315
+90
14
$2.11M 1.63%
25,388
-33
15
$2.01M 1.56%
3,804
16
$1.99M 1.54%
4,626
-97
17
$1.66M 1.29%
65,839
-1,278
18
$1.55M 1.2%
61,867
-1,782
19
$1.52M 1.18%
12,967
-30
20
$1.43M 1.11%
2,896
-12
21
$1.2M 0.93%
4,570
+4
22
$1.18M 0.91%
12,252
23
$1.14M 0.89%
48,872
+1,445
24
$1.08M 0.83%
47,510
+4,738
25
$1.07M 0.83%
43,897
+4,601
1
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