WWM

WJ Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.87M
3
+$3.38M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.34M
5
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$2.79M

Top Sells

1
+$6.14M
2
+$4.1M
3
+$3.76M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.72M

Sector Composition

1 Technology 8.72%
2 Communication Services 2.5%
3 Healthcare 1.53%
4 Consumer Discretionary 1.44%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,074
77
– –
-9,168
78
– –
-2,176
1 2 3
4