WWM
WJ Wealth Management Portfolio holdings
AUM
$317M
This Quarter Return
-3.28%
1 Year Return
+16.81%
3 Year Return
+77.17%
5 Year Return
+132.25%
10 Year Return
–
AUM
$283M
AUM Growth
+$283M
(-2.7%)
Cap. Flow
+$7.67M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
53.3%
Holding
86
New
12
Increased
15
Reduced
37
Closed
6
Top Buys
Top Sells
Sector Composition
1 | Technology | 7.09% |
2 | Communication Services | 1.69% |
3 | Consumer Discretionary | 1.53% |
4 | Consumer Staples | 1.03% |
5 | Healthcare | 0.63% |