AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
This Quarter Return
+1.39%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$194M
AUM Growth
–
Cap. Flow
+$194M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.83%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$35.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$19.1M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$13.3M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$11.1M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$10.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.41% |
| 2 | Communication Services | 0.76% |
| 3 | Healthcare | 0.44% |
| 4 | Technology | 0.22% |
| 5 | Consumer Discretionary | 0.18% |
