AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
This Quarter Return
+4.2%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$1.41B
AUM Growth
+$1.41B
(+22%)
Cap. Flow
+$205M
Cap. Flow
% of AUM
14.6%
Top 10 Holdings %
Top 10 Hldgs %
64.45%
Holding
271
New
32
Increased
104
Reduced
43
Closed
11
Top Buys
Top Sells
| 1 |
Vanguard Energy ETF
VDE
|
$35.8M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.62M |
| 3 |
Invesco DB Oil Fund
DBO
|
$3.2M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.51M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.34M |
Sector Composition
| 1 | Technology | 3.75% |
| 2 | Consumer Discretionary | 2.56% |
| 3 | Financials | 2.45% |
| 4 | Communication Services | 2.14% |
| 5 | Healthcare | 1.5% |
