AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
This Quarter Return
+4.93%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$2.1B
AUM Growth
+$252M
(+14%)
Cap. Flow
+$168M
Cap. Flow
% of AUM
7.99%
Top 10 Holdings %
Top 10 Hldgs %
59.6%
Holding
328
New
33
Increased
108
Reduced
39
Closed
18
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.64% |
| 2 | Financials | 2.08% |
| 3 | Communication Services | 1.98% |
| 4 | Consumer Discretionary | 1.83% |
| 5 | Energy | 1% |