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WJ Wealth Management, LLC - Roger Wilson
WJ Wealth Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
53 Followers
Portfolio Gain
+70.32%
Since Jan 2016
Sharpe Ratio
1.98
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$284.01M
Roger Wilson manages more assets than 13% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+14.42%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
72.41% General
9.64% Technology
2.49% Communication Services
2.39% Consumer Cyclical
1.79% Healthcare
0.45% Consumer Defensive
0.29% Financial
0.20% Industrial Goods
A breakdown of WJ Wealth Management, LLC's portfolio by sector
WJ Wealth Management, LLC Portfolio Activity
Costco
Not Changed
Consumer Cyclical
$858.41
($793.00-$923.83)
+2.45%
0.00%
1.35M
0.47%
Virtus Newfleet Multi-Sector Bond ETF
New
General
$22.74
($22.17-$23.32)
-1.35%
+100.00%
7.15M
2.51%
Walt Disney
Reduced
Communication Services
$91.83
($83.91-$99.74)
+19.64%
-11.11%
230.86K
0.08%
Invesco S&P 500 Quality ETF
Reduced
General
$64.34
($61.15-$67.53)
-0.34%
-21.80%
692.07K
0.24%
Invesco BulletShares 2028 Corporate Bond ETF
Added
General
$20.29
($19.89-$20.70)
-1.33%
+31.95%
6.60M
2.31%
Global X S&P 500 Covered Call ETF
Added
General
$39.79
($37.93-$41.65)
+1.98%
+13.66%
1.06M
0.37%
iShares Core S&P 500 ETF
Added
General
$545.25
($513.02-$577.47)
+2.05%
+4.30%
4.62M
1.63%
First Trust Capital Strength ETF
Reduced
General
$87.23
($83.28-$91.17)
+0.19%
-2.55%
486.69K
0.17%
iShares Expanded Tech-Software Sector ETF
Not Changed
General
$82.97
($75.96-$89.99)
+13.16%
0.00%
826.67K
0.29%
First Trust RBA American Industrial Renaissance ETF
New
General
$70.21
($64.50-$75.92)
+9.62%
+100.00%
7.75M
2.73%
See a list of WJ Wealth Management, LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare WJ Wealth Management, LLC's performance with other Hedge Funds and the S&P 500
WJ Wealth Management, LLC activity FAQ
What is WJ Wealth Management, LLC’s portfolio gain since Jun 2013?
WJ Wealth Management, LLC’s portfolio gain since Jun 2013 was 70.32%.
What is WJ Wealth Management, LLC’s Sharpe Ratio?
WJ Wealth Management, LLC’s Sharpe Ratio is 1.98.
What is WJ Wealth Management, LLC’s portfolio value?
WJ Wealth Management, LLC’s portfolio value is $284.01M.
What is WJ Wealth Management, LLC’s average return since the fund’s last 13F filing?
WJ Wealth Management, LLC’s average return since the fund’s last 13F filing is 3.58%.
What was WJ Wealth Management, LLC’s average return in the last 12 months?
WJ Wealth Management, LLC’s average return in the last 12 months was 29.76%.
What was WJ Wealth Management, LLC’s average return in the last 3 years?
WJ Wealth Management, LLC’s average return in the last 3 years was 14.42%.
When was the most recent most recent 13F form submitted by WJ Wealth Management, LLC?
WJ Wealth Management, LLC's most recent 13F form was submitted on Sep 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Roger Wilson Net Worth?
Roger Wilson is Managing WJ Wealth Management, LLC which has a net worth of $284.01M.
TipRanks & Hedge Funds: TipRanks measures the performance of Roger Wilson and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.