4A

4Wealth Advisors Portfolio holdings

AUM $96.2M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.6M
3
+$2.86M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.65M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.25%
2 Consumer Discretionary 6.92%
3 Financials 5.87%
4 Healthcare 4.91%
5 Consumer Staples 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$597K 0.6%
+8,653
52
$592K 0.59%
+3,329
53
$577K 0.58%
+5,103
54
$576K 0.58%
+228,640
55
$569K 0.57%
+5,110
56
$565K 0.57%
+11,367
57
$539K 0.54%
+698
58
$535K 0.54%
+4,265
59
$535K 0.54%
+1,304
60
$534K 0.53%
+3,184
61
$533K 0.53%
+10,258
62
$529K 0.53%
+1,361
63
$525K 0.53%
+6,131
64
$522K 0.52%
+2,375
65
$521K 0.52%
+2,356
66
$515K 0.52%
+11,810
67
$512K 0.51%
+1,177
68
$512K 0.51%
+4,758
69
$502K 0.5%
+18,369
70
$494K 0.49%
+8,346
71
$483K 0.48%
+1,361
72
$477K 0.48%
+53,015
73
$469K 0.47%
+9,464
74
$453K 0.45%
+1,356
75
$450K 0.45%
+5,959
1 2
3
4 5