WWM
WJ Wealth Management Portfolio holdings
AUM
$317M
This Quarter Return
+7.57%
1 Year Return
+16.81%
3 Year Return
+77.17%
5 Year Return
+132.25%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+43%)
Cap. Flow
+$58M
Cap. Flow
% of AUM
27.44%
Top 10 Holdings %
Top 10 Hldgs %
64.35%
Holding
70
New
20
Increased
36
Reduced
4
Closed
10
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$13.9M |
| 2 |
iShares S&P 100 ETF
OEF
|
$12.9M |
| 3 |
Capital Group Dividend Value ETF
CGDV
|
$9.21M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$7.88M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$7.65M |
Top Sells
Sector Composition
| 1 | Technology | 5.34% |
| 2 | Industrials | 1.95% |
| 3 | Communication Services | 1.89% |
| 4 | Consumer Discretionary | 1.31% |
| 5 | Consumer Staples | 0.75% |
