WWM
WJ Wealth Management Portfolio holdings
AUM
$317M
This Quarter Return
+9.98%
1 Year Return
+16.81%
3 Year Return
+77.17%
5 Year Return
+132.25%
10 Year Return
–
AUM
$30.9M
AUM Growth
+$30.9M
(-78%)
Cap. Flow
-$119M
Cap. Flow
% of AUM
-385.52%
Top 10 Holdings %
Top 10 Hldgs %
73.16%
Holding
52
New
1
Increased
2
Reduced
28
Closed
21
Top Buys
| 1 |
Apple
AAPL
|
$608K |
| 2 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$401K |
| 3 |
Tesla
TSLA
|
$140K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$28.6M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$16M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$13.9M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$10.6M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$6.07M |
Sector Composition
| 1 | Technology | 8.79% |
| 2 | Consumer Discretionary | 7.36% |
| 3 | Communication Services | 2.61% |
| 4 | Industrials | 2.05% |
| 5 | Consumer Staples | 1.14% |