AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
1-Year Return
10.86%
This Quarter Return
+6.61%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$982M
AUM Growth
+$81.3M
(+9%)
Cap. Flow
+$29.5M
Cap. Flow
% of AUM
3%
Top 10 Holdings %
Top 10 Hldgs %
66.03%
Holding
234
New
31
Increased
68
Reduced
45
Closed
11
Top Buys
| 1 |
iShares Mortgage Real Estate ETF
REM
|
$23.1M |
| 2 |
Schwab International Equity ETF
SCHF
|
$7.25M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$6.36M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$4.74M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$4.14M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$16.3M |
| 2 |
Corcept Therapeutics
CORT
|
$4.73M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.15M |
| 4 |
VanEck Intermediate Muni ETF
ITM
|
$3.69M |
| 5 |
Salesforce
CRM
|
$3.33M |
Sector Composition
| 1 | Technology | 4.6% |
| 2 | Consumer Discretionary | 2.37% |
| 3 | Communication Services | 2.28% |
| 4 | Financials | 2.1% |
| 5 | Healthcare | 1.1% |
