4A
4Wealth Advisors Portfolio holdings
AUM
$96.2M
This Quarter Return
+0.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.8M
AUM Growth
–
Cap. Flow
+$97.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.56%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Monarch ProCap Index ETF
MPRO
|
$4.26M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$3.6M |
| 3 |
Apple
AAPL
|
$2.86M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$2.65M |
| 5 |
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% |
