AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
1-Year Return
10.86%
This Quarter Return
-4.28%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$1.72B
AUM Growth
-$183M
(-9.6%)
Cap. Flow
-$94.4M
Cap. Flow
% of AUM
-5.5%
Top 10 Holdings %
Top 10 Hldgs %
53.81%
Holding
326
New
19
Increased
86
Reduced
71
Closed
20
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$62M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$44.1M |
| 3 |
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
|
$42.1M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$31.8M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$18.6M |
Top Sells
Sector Composition
| 1 | Technology | 2.71% |
| 2 | Consumer Discretionary | 1.82% |
| 3 | Financials | 1.74% |
| 4 | Communication Services | 1.51% |
| 5 | Energy | 1.46% |
