AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
This Quarter Return
+4.22%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$540M
AUM Growth
+$540M
(+11%)
Cap. Flow
+$34.8M
Cap. Flow
% of AUM
6.43%
Top 10 Holdings %
Top 10 Hldgs %
73.73%
Holding
111
New
14
Increased
43
Reduced
17
Closed
7
Top Buys
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$9.11M |
| 2 |
Baidu
BIDU
|
$645K |
| 3 |
Comcast
CMCSA
|
$562K |
| 4 |
SPDR Gold Trust
GLD
|
$419K |
| 5 |
Carisma Therapeutics
CARM
|
$400K |
Sector Composition
| 1 | Healthcare | 1.61% |
| 2 | Financials | 1.13% |
| 3 | Technology | 1.03% |
| 4 | Communication Services | 0.79% |
| 5 | Consumer Discretionary | 0.77% |
