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
$30.9M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$401K

Top Sells

1
+$28.6M
2
+$16M
3
+$13.9M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$10.6M
5
TLH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-8,050
52
– –
-9,520
1 2
3