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
$195M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$4.38M
3
+$4.04M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.57M
5
IVZ icon
Invesco
IVZ
+$3.23M

Top Sells

1
+$7.77M
2
+$6.36M
3
+$5.06M
4
WERN icon
Werner Enterprises
WERN
+$4.01M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$2.95M

Sector Composition

1 Technology 27.43%
2 Healthcare 9.37%
3 Industrials 9.08%
4 Consumer Discretionary 8.25%
5 Consumer Staples 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.57M 1.82%
+32,767
27
$3.23M 1.65%
+185,214
28
$3.1M 1.58%
13,791
-1,273
29
$3.06M 1.56%
+39,576
30
$3.03M 1.55%
21,804
-48
31
$3.03M 1.55%
8,126
-2,329
32
$2.89M 1.48%
9,220
+4,242
33
$2.88M 1.47%
32,854
-3,227
34
$2.84M 1.45%
29,086
-193
35
$2.38M 1.22%
65,635
-29,971
36
$2.27M 1.16%
10,797
+685
37
$1.64M 0.84%
10,060
+6,960
38
$1.58M 0.81%
+11,586
39
$1.34M 0.69%
11,247
-42,346
40
$1.25M 0.64%
9,621
-61
41
$1.16M 0.59%
8,727
+813
42
$1.1M 0.56%
+3,841
43
$913K 0.47%
5,787
-2,647
44
$773K 0.39%
4,771
+2,863
45
$729K 0.37%
2,791
-48
46
$724K 0.37%
2,064
-142
47
$723K 0.37%
16,457
+774
48
$696K 0.36%
2,793
49
$677K 0.35%
4,022
+66
50
$668K 0.34%
+6,510
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