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
$143M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$15.3M
3
+$11.9M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$9.13M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.07M

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
– –
-22,588
53
– –
-12,996
1 2
3