WWM
WJ Wealth Management Portfolio holdings
AUM
$317M
This Quarter Return
+0.56%
1 Year Return
+16.81%
3 Year Return
+77.17%
5 Year Return
+132.25%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(-10%)
Cap. Flow
-$16.4M
Cap. Flow
% of AUM
-10.93%
Top 10 Holdings %
Top 10 Hldgs %
77.55%
Holding
63
New
8
Increased
14
Reduced
19
Closed
14
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.1M |
| 2 |
iShares Core Dividend ETF
DIVB
|
$8.5M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$7.58M |
| 4 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
$6.15M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$5.9M |
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% |
