
Wealth Manager Sheds $9.2 Million Worth of ETF, According to Latest SEC Filing

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WJ Wealth Management, LLC sold 311,686 shares of Harbor Long-Term Growers ETF (WINN) for approximately $9.24 million, as disclosed in a recent SEC filing. The sale reduced the fund's position value by $9.80 million, now representing only 0.42% of its assets under management. Despite a strong performance with a 25.3% increase over the past year, the fund's expense ratio of 0.57% may deter cost-sensitive investors. The fund focuses on U.S. equities with high growth potential, including major tech stocks.
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