AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
This Quarter Return
+4.38%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$856M
AUM Growth
+$856M
(+13%)
Cap. Flow
+$64M
Cap. Flow
% of AUM
7.47%
Top 10 Holdings %
Top 10 Hldgs %
67.66%
Holding
127
New
10
Increased
35
Reduced
33
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 0.93% |
| 2 | Financials | 0.73% |
| 3 | Communication Services | 0.52% |
| 4 | Technology | 0.51% |
| 5 | Consumer Discretionary | 0.34% |