AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
This Quarter Return
+4.35%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$2.07B
AUM Growth
+$2.07B
(+7.9%)
Cap. Flow
+$78.9M
Cap. Flow
% of AUM
3.81%
Top 10 Holdings %
Top 10 Hldgs %
47%
Holding
312
New
24
Increased
106
Reduced
60
Closed
15
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$54.9M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$41.3M |
| 3 |
iShares Gold Trust
IAU
|
$31.6M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$30M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$29.1M |
Top Sells
Sector Composition
| 1 | Technology | 2.88% |
| 2 | Consumer Discretionary | 2.32% |
| 3 | Financials | 1.61% |
| 4 | Communication Services | 1.35% |
| 5 | Energy | 1.34% |
