AFWM

AMJ Financial Wealth Management Portfolio holdings

AUM $413M
1-Year Est. Return 34.42%
This Quarter Est. Return
1 Year Est. Return
+34.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.34M
3
+$6.75M
4
NEE icon
NextEra Energy
NEE
+$4.69M
5
MRK icon
Merck
MRK
+$4.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.69%
2 Healthcare 10.13%
3 Financials 8.53%
4 Utilities 8.49%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 1.98%
+42,120
27
$2.64M 1.86%
+33,981
28
$2.39M 1.68%
+12,066
29
$2.25M 1.58%
+8,997
30
$2.05M 1.44%
+41,004
31
$1.89M 1.33%
+37,267
32
$1.78M 1.25%
+30,670
33
$1.58M 1.11%
+17,268
34
$1.46M 1.03%
+6,878
35
$1.39M 0.97%
+38,787
36
$1.15M 0.8%
+7,858
37
$1.08M 0.76%
+16,731
38
$984K 0.69%
+23,482
39
$910K 0.64%
+29,567
40
$858K 0.6%
+19,476
41
$844K 0.59%
+4,668
42
$683K 0.48%
+12,692
43
$676K 0.48%
+3,209
44
$635K 0.45%
+10,078
45
$592K 0.42%
+13,000
46
$549K 0.39%
+4,379
47
$536K 0.38%
+7,296
48
$438K 0.31%
+6,284
49
$412K 0.29%
+3,537
50
$400K 0.28%
+8,333
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