AWS

AJ Wealth Strategies Portfolio holdings

AUM $2.07B
1-Year Est. Return 10.86%
This Quarter Est. Return
1 Year Est. Return
+10.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1 +$29.2M
2 +$15.3M
3 +$14.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$10.4M

Top Sells

1 +$5.68M
2 +$2.93M
3 +$1.84M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$1.1M
5
MBB icon
iShares MBS ETF
MBB
+$1.03M

Sector Composition

1 Technology 4.99%
2 Communication Services 2.2%
3 Financials 2.15%
4 Consumer Discretionary 2.05%
5 Energy 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-1,874