WWM
WJ Wealth Management Portfolio holdings
AUM
$228M
1-Year Est. Return
20.35%
This Fund
S&P 500
1 Year Est. Return
+20.35%
AUM
$227M
AUM Growth
-$89.3M
(-28%)
Holding
106
Top Buys
| 1 | +$13.1M | |
| 2 | +$8.59M | |
| 3 | +$6.77M | |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$4.54M |
| 5 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$2.93M |
Top Sells
| 1 | +$17.7M | |
| 2 | +$14.4M | |
| 3 | +$11.1M | |
| 4 |
NVIDIA
NVDA
|
+$9.67M |
| 5 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$7.77M |
Sector Composition
| 1 | Technology | 6.9% |
| 2 | Communication Services | 1.41% |
| 3 | Consumer Discretionary | 1.15% |
| 4 | Utilities | 0.62% |
| 5 | Industrials | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
| – | – |
-4,000
|
|
||
102
CrowdStrike
CRWD
$99.7B
| – | – |
-546
|
|
||
103
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
| – | – |
-10,763
|
|
||
104
Boeing
BA
$191B
| – | – |
-1,200
|
|
||
105
Arm
ARM
$131B
| – | – |
-1,550
|
|
||
106
Advanced Micro Devices
AMD
$340B
| – | – |
-1,546
|
|