AWS

AJ Wealth Strategies Portfolio holdings

AUM $2.07B
1-Year Est. Return 10.86%
This Quarter Est. Return
1 Year Est. Return
+10.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$43.6M
3
+$31.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$26.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.04M

Top Sells

1
+$71.8M
2
+$28.2M
3
+$22M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$18.1M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.1M

Sector Composition

1 Technology 2.81%
2 Financials 1.88%
3 Communication Services 1.7%
4 Healthcare 1.18%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
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