AWS
AJ Wealth Strategies Portfolio holdings
AUM
$2.07B
1-Year Return
10.86%
This Quarter Return
-11.72%
1 Year Return
+10.86%
3 Year Return
+32.18%
5 Year Return
+51.09%
10 Year Return
–
AUM
$1.9B
AUM Growth
-$130M
(-6.4%)
Cap. Flow
+$146M
Cap. Flow
% of AUM
7.69%
Top 10 Holdings %
Top 10 Hldgs %
51.79%
Holding
355
New
33
Increased
71
Reduced
94
Closed
48
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$57.8M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$51.1M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$27.1M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$25.8M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$20.1M |
Sector Composition
| 1 | Technology | 2.19% |
| 2 | Consumer Discretionary | 1.65% |
| 3 | Communication Services | 1.52% |
| 4 | Financials | 1.46% |
| 5 | Energy | 1.3% |
