WWM

WJ Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.68M
3
+$4.58M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.91M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.4%
2 Industrials 3.02%
3 Consumer Discretionary 2.21%
4 Communication Services 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$396K 1%
+7,367
27
$384K 0.97%
+9,340
28
$341K 0.86%
+13,875
29
$340K 0.86%
+2,155
30
$295K 0.74%
+9,110
31
$285K 0.72%
+5,675
32
$251K 0.63%
+3,760
33
$213K 0.54%
+1,880
34
$213K 0.54%
+36,280
1
2