WWM
WJ Wealth Management Portfolio holdings
AUM
$317M
This Quarter Return
-1.84%
1 Year Return
+16.81%
3 Year Return
+77.17%
5 Year Return
+132.25%
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(-2.6%)
Cap. Flow
-$1.22M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
62.86%
Holding
66
New
6
Increased
21
Reduced
19
Closed
2
Top Buys
| 1 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$7.06M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$4.83M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.25M |
| 4 |
iShares S&P 100 ETF
OEF
|
$1.04M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$652K |
Top Sells
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Communication Services | 2.19% |
| 3 | Industrials | 1.84% |
| 4 | Consumer Discretionary | 1.32% |
| 5 | Consumer Staples | 0.7% |
