WWM

WJ Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 16.81%
This Quarter Est. Return
1 Year Est. Return
+16.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$919K
2 +$736K

Sector Composition

1 Technology 3.05%
2 Consumer Discretionary 2.72%
3 Industrials 1.41%
4 Communication Services 1.03%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.14%
+5,660
52
-12,996
53
-22,588