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

Top Buys

1
+$16.5M
2
+$9.72M
3
+$7.37M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.96M
5
IBHC
iShares iBonds 2023 Term High Yield and Income ETF
IBHC
+$6.3M

Top Sells

1
+$12.1M
2
+$8.5M
3
+$7.58M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$6.14M
5
DFAC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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58
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61
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62
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-41,754
63
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