AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
This Quarter Return
+2.83%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$485M
AUM Growth
+$485M
(+16%)
Cap. Flow
+$56.1M
Cap. Flow
% of AUM
11.57%
Top 10 Holdings %
Top 10 Hldgs %
73.02%
Holding
105
New
16
Increased
46
Reduced
19
Closed
8
Top Buys
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$9.93M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$7.61M |
| 3 |
Invesco QQQ Trust
QQQ
|
$4.42M |
| 4 |
Schwab International Equity ETF
SCHF
|
$3.77M |
| 5 |
Corcept Therapeutics
CORT
|
$3.69M |
Top Sells
Sector Composition
| 1 | Healthcare | 1.81% |
| 2 | Financials | 1.09% |
| 3 | Technology | 0.91% |
| 4 | Communication Services | 0.8% |
| 5 | Consumer Discretionary | 0.79% |
