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
$275M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$3.74M
3
+$2.31M
4
LLY icon
Eli Lilly
LLY
+$1.41M
5
NVDA icon
NVIDIA
NVDA
+$1.38M

Top Sells

1
+$5.61M
2
+$2.83M
3
+$2.79M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.02M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.78M

Sector Composition

1 Technology 11.25%
2 Communication Services 3.06%
3 Healthcare 2.39%
4 Consumer Discretionary 2.36%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$721K 0.26%
11,400
52
$608K 0.22%
3,748
+1,010
53
$607K 0.22%
5,400
54
$573K 0.21%
2,080
55
$559K 0.2%
2,000
56
$552K 0.2%
+22,290
57
$513K 0.19%
15,456
-4,190
58
$466K 0.17%
+12,600
59
$462K 0.17%
5,500
60
$460K 0.17%
8,997
61
$412K 0.15%
13,882
-3,638
62
$400K 0.15%
8,020
63
$380K 0.14%
9,250
64
$332K 0.12%
4,080
-200
65
$324K 0.12%
+4,000
66
$316K 0.12%
+1,820
67
$312K 0.11%
+4,000
68
$310K 0.11%
4,674
-2
69
$302K 0.11%
1,880
70
$298K 0.11%
+6,534
71
$289K 0.11%
600
72
$268K 0.1%
2,700
-200
73
$253K 0.09%
9,551
74
$248K 0.09%
+1,360
75
$226K 0.08%
1,650
1 2
3
4