AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
This Quarter Return
+0.06%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$1.85B
AUM Growth
+$1.85B
(+11%)
Cap. Flow
+$193M
Cap. Flow
% of AUM
10.41%
Top 10 Holdings %
Top 10 Hldgs %
63.32%
Holding
301
New
30
Increased
100
Reduced
43
Closed
6
Top Buys
| 1 |
BILL Holdings
BILL
|
$29.2M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$15.3M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$14.9M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$12.4M |
| 5 |
Schwab International Equity ETF
SCHF
|
$10.4M |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$5.68M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.93M |
| 3 |
SPDR Gold Trust
GLD
|
$1.84M |
| 4 |
GE Aerospace
GE
|
$1.47M |
| 5 |
VanEck Intermediate Muni ETF
ITM
|
$1.1M |
Sector Composition
| 1 | Technology | 4.99% |
| 2 | Communication Services | 2.2% |
| 3 | Financials | 2.15% |
| 4 | Consumer Discretionary | 2.05% |
| 5 | Energy | 0.98% |
