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AFWM

AMJ Financial Wealth Management Portfolio holdings

AUM $422M
1-Year Est. Return 37.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$9.14M
3
+$7.36M
4
FDX icon
FedEx
FDX
+$5.29M
5
ETN icon
Eaton
ETN
+$4.25M

Top Sells

1
+$9.18M
2
+$8.65M
3
+$5.84M
4
HII icon
Huntington Ingalls Industries
HII
+$5.46M
5
SYF icon
Synchrony
SYF
+$5.19M

Sector Composition

1 Technology 25.84%
2 Industrials 14.42%
3 Communication Services 7.48%
4 Consumer Discretionary 6.57%
5 Financials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
26
Arista Networks
ANET
$212B
$7.12M 1.69%
57,982
-21,362
TJX icon
27
TJX Companies
TJX
$185B
$6.89M 1.63%
43,146
-18,409
RMBS icon
28
Rambus
RMBS
$15.5B
$6.57M 1.56%
76,330
-18,616
PCAR icon
29
PACCAR
PCAR
$63.4B
$6.39M 1.51%
55,307
+7,812
REZI icon
30
Resideo Technologies
REZI
$4.77B
$6.33M 1.5%
187,788
+41,050
BSCT icon
31
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.82B
$6.11M 1.45%
327,509
-1,411
FDX icon
32
FedEx
FDX
$80.7B
$5.43M 1.29%
+15,252
TT icon
33
Trane Technologies
TT
$105B
$5M 1.18%
11,995
-126
ETN icon
34
Eaton
ETN
$158B
$4.86M 1.15%
13,583
+11,948
HEI icon
35
HEICO Corp
HEI
$46.9B
$3.74M 0.89%
13,651
-139
EAT icon
36
Brinker International
EAT
$6.71B
$3.68M 0.87%
25,756
-5,084
EMR icon
37
Emerson Electric
EMR
$82.4B
$3.52M 0.83%
+26,854
NTAP icon
38
NetApp
NTAP
$31.6B
$3.32M 0.79%
32,398
-18
HSBC icon
39
HSBC
HSBC
$319B
$3.17M 0.75%
38,467
+6,219
FROG icon
40
JFrog
FROG
$9.72B
$3.06M 0.72%
65,203
-76
COHR icon
41
Coherent
COHR
$81B
$3.01M 0.71%
12,623
-4,568
CACI icon
42
CACI
CACI
$11.2B
$2.58M 0.61%
4,752
+453
ALB icon
43
Albemarle
ALB
$19.9B
$2.22M 0.53%
+12,352
TRGP icon
44
Targa Resources
TRGP
$56.5B
$2.1M 0.5%
8,371
NDAQ icon
45
Nasdaq
NDAQ
$51.5B
$1.97M 0.47%
23,169
-47,937
GSAT icon
46
Globalstar
GSAT
$10.5B
$1.8M 0.43%
27,140
-6,806
COST icon
47
Costco
COST
$434B
$1.59M 0.38%
1,594
-1,259
SPYG icon
48
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.1B
$1.49M 0.35%
15,187
-2,921
BPRE
49
Bluerock Private Real Estate Fund
BPRE
$1.33M 0.32%
80,072
-77
JNJ icon
50
Johnson & Johnson
JNJ
$568B
$1.28M 0.3%
5,221
-858
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