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4WM

4J Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.35M
3
+$1.27M
4
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$1.21M
5
TOUS icon
T. Rowe Price International Equity ETF
TOUS
+$1.18M

Top Sells

1
+$666K
2
+$276K
3
+$262K
4
TXN icon
Texas Instruments
TXN
+$227K
5
PM icon
Philip Morris
PM
+$216K

Sector Composition

1 Technology 9.35%
2 Financials 6.17%
3 Consumer Discretionary 3.56%
4 Communication Services 3.48%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.6M 15.03%
38,212
+681
2
$16.6M 9.75%
493,744
+35,898
3
$10.2M 6.01%
198,857
+20,434
4
$10.1M 5.93%
267,584
+13,117
5
$7.48M 4.4%
126,414
+74,780
6
$6.82M 4.01%
13,561
-60
7
$5.49M 3.23%
29,427
+2,408
8
$5.01M 2.95%
41,952
+7,752
9
$4.78M 2.81%
145,643
-8,485
10
$4.59M 2.7%
142,251
+44,445
11
$4.4M 2.58%
17,266
+521
12
$4.21M 2.47%
166,994
-4,303
13
$3.34M 1.96%
13,709
-283
14
$2.92M 1.71%
13,278
+56
15
$2.6M 1.53%
5,025
-30
16
$2.55M 1.5%
37,512
-1,266
17
$2.34M 1.38%
32,198
+2,287
18
$2.32M 1.36%
3,804
-31
19
$1.99M 1.17%
4,465
20
$1.95M 1.14%
23,462
-854
21
$1.91M 1.12%
45,532
+29,959
22
$1.79M 1.05%
12,252
23
$1.66M 0.98%
68,329
+10,279
24
$1.58M 0.93%
64,749
+51,447
25
$1.57M 0.92%
2,765
-2
1
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