WWM
WJ Wealth Management Portfolio holdings
AUM
$317M
This Quarter Return
+5.69%
1 Year Return
+16.81%
3 Year Return
+77.17%
5 Year Return
+132.25%
10 Year Return
–
AUM
$39.7M
AUM Growth
–
Cap. Flow
+$39.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.1%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$5.66M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.68M |
| 3 |
Invesco QQQ Trust
QQQ
|
$4.58M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$2.91M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$1.92M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.4% |
| 2 | Industrials | 3.02% |
| 3 | Consumer Discretionary | 2.21% |
| 4 | Communication Services | 1.38% |
