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
$1.68B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$19.5M
3
+$19.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$9.92M

Top Sells

1
+$17.4M
2
+$5.95M
3
+$1.26M
4
CMCSA icon
Comcast
CMCSA
+$1.03M
5
CRM icon
Salesforce
CRM
+$887K

Sector Composition

1 Technology 3.65%
2 Communication Services 2.58%
3 Consumer Discretionary 2.33%
4 Financials 2.12%
5 Energy 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$389K 0.02%
7,230
202
$387K 0.02%
2,787
+14
203
$387K 0.02%
+4,000
204
$382K 0.02%
+3,259
205
$380K 0.02%
4,548
206
$379K 0.02%
+10,007
207
$377K 0.02%
2,580
-1,580
208
$371K 0.02%
18,534
209
$371K 0.02%
26,266
210
$367K 0.02%
3,968
211
$365K 0.02%
10,863
212
$362K 0.02%
26,439
213
$358K 0.02%
4,536
214
$353K 0.02%
2,143
215
$352K 0.02%
4,098
-19
216
$351K 0.02%
20,784
217
$343K 0.02%
14,212
218
$340K 0.02%
9,638
219
$326K 0.02%
23,006
220
$315K 0.02%
12,856
+80
221
$315K 0.02%
2,082
222
$315K 0.02%
6,506
223
$314K 0.02%
8,635
224
$314K 0.02%
10,373
225
$313K 0.02%
2,077
+9
7 8
9
10 11