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
$150M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.74%
2 Consumer Discretionary 1.35%
3 Industrials 1.28%
4 Communication Services 0.87%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-199,004
52
-18,185
53
-71,488
54
-64,268
55
-2,925
56
-9,750
57
-5,750
58
-13,985
59
-71,659
60
-2,500
61
-10,647
62
-41,754
63
-1,868