WWM

WJ Wealth Management Portfolio holdings

AUM $228M
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
+$4.88M
3
+$3.33M
4
WINN icon
Harbor Long-Term Growers ETF
WINN
+$3.23M
5
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$2.6M

Top Sells

1
+$6.13M
2
+$4.09M
3
+$3.59M
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
– –
-794
77
– –
-1,074
78
– –
-9,168
1 2 3
4