WWM
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WJ Wealth Management’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

WJ Wealth Management’s Portfolio NFLT Stock Details NFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-154,229
Closed -$3.46M – 86
2024
Q4 		$3.46M Sell
154,229
-155,931
-50% -$3.5M 1.19% 24
2024
Q3 		$7.15M Buy
+310,160
New +$7.15M 2.52% 14