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AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
1-Year Est. Return
10.86%
This Fund
S&P 500
1 Year Est. Return
+10.86%
AUM
$2.03B
AUM Growth
-$76.2M
(-3.6%)
Holding
341
Top Buys
| 1 | +$46.3M | |
| 2 | +$43.8M | |
| 3 | +$37.6M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$19.5M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$15.8M |
Top Sells
| 1 | +$118M | |
| 2 | +$43.8M | |
| 3 | +$26.9M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$13.8M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$11.7M |
Sector Composition
| 1 | Technology | 3.24% |
| 2 | Financials | 2.24% |
| 3 | Consumer Discretionary | 2% |
| 4 | Communication Services | 1.84% |
| 5 | Energy | 1.39% |