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
76
$439K 0.44%
+3,400
77
$433K 0.43%
+2,988
78
$424K 0.42%
+3,510
79
$414K 0.41%
+1,877
80
$412K 0.41%
+720
81
$404K 0.41%
+11,849
82
$402K 0.4%
+10,053
83
$399K 0.4%
+24,112
84
$391K 0.39%
+1,078
85
$391K 0.39%
+16,085
86
$385K 0.39%
+98,695
87
$382K 0.38%
+1,689
88
$373K 0.37%
+709
89
$366K 0.37%
+2,232
90
$365K 0.37%
+8,245
91
$362K 0.36%
+1,619
92
$361K 0.36%
+574
93
$357K 0.36%
+4,713
94
$354K 0.35%
+19,300
95
$348K 0.35%
+4,232
96
$346K 0.35%
+6,486
97
$345K 0.35%
+1,432
98
$341K 0.34%
+1,293
99
$337K 0.34%
+4,447
100
$334K 0.33%
+8,698
2 3
4
5 6