WWM
WJ Wealth Management Portfolio holdings
AUM
$317M
This Quarter Return
+9.39%
1 Year Return
+16.81%
3 Year Return
+77.17%
5 Year Return
+132.25%
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+12%)
Cap. Flow
+$7.71M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
56.36%
Holding
72
New
8
Increased
21
Reduced
27
Closed
1
Top Buys
| 1 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$7.84M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$5.41M |
| 3 |
Harbor Long-Term Growers ETF
WINN
|
$5.29M |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
$4.76M |
| 5 |
Invesco S&P SmallCap Quality ETF
XSHQ
|
$4.39M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$9.48M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$8.97M |
| 3 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$7.06M |
| 4 |
iShares S&P 100 ETF
OEF
|
$3.5M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.27M |
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Communication Services | 2.26% |
| 3 | Industrials | 2.05% |
| 4 | Consumer Discretionary | 1.4% |
| 5 | Healthcare | 0.86% |
