AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
This Quarter Return
+3.36%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$401M
AUM Growth
+$401M
(+30%)
Cap. Flow
+$82.5M
Cap. Flow
% of AUM
20.58%
Top 10 Holdings %
Top 10 Hldgs %
71.66%
Holding
94
New
14
Increased
44
Reduced
15
Closed
1
Top Buys
| 1 |
CLDR
Cloudera, Inc.
CLDR
|
$24.4M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$8.25M |
| 3 |
Schwab International Equity ETF
SCHF
|
$7.99M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$5.7M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$4.82M |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.13M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.09M |
| 3 |
Invesco S&P 500 BuyWrite ETF
PBP
|
$781K |
| 4 |
Goldman Sachs
GS
|
$594K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$232K |
Sector Composition
| 1 | Technology | 6.82% |
| 2 | Communication Services | 1.02% |
| 3 | Healthcare | 0.81% |
| 4 | Financials | 0.64% |
| 5 | Consumer Discretionary | 0.37% |
