AFWM

AMJ Financial Wealth Management Portfolio holdings

AUM $395M
1-Year Est. Return 35.21%
This Quarter Est. Return
1 Year Est. Return
+35.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.7M
3
+$2.48M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.14M
5
EXPE icon
Expedia Group
EXPE
+$1.83M

Top Sells

1
+$5.48M
2
+$3.71M
3
+$3.49M
4
ELV icon
Elevance Health
ELV
+$3.06M
5
POOL icon
Pool Corp
POOL
+$2.23M

Sector Composition

1 Technology 28.09%
2 Financials 12.98%
3 Industrials 11.08%
4 Consumer Discretionary 8.06%
5 Healthcare 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 1.78%
52,835
+2,067
27
$4.72M 1.7%
204,881
-22,260
28
$3.53M 1.28%
22,120
+6,458
29
$3.51M 1.27%
13,797
+3,787
30
$2.95M 1.06%
61,116
+2,322
31
$2.83M 1.02%
48,008
-2,875
32
$2.81M 1.01%
33,866
+1,712
33
$2.65M 0.96%
4,676
-3,944
34
$2.54M 0.92%
6,397
+45
35
$2.23M 0.8%
19,413
+2,466
36
$2.06M 0.74%
42,219
+8,164
37
$1.88M 0.68%
11,300
+1,000
38
$1.83M 0.66%
+10,148
39
$1.68M 0.61%
15,026
-1,629
40
$1.41M 0.51%
12,083
+1,736
41
$1.18M 0.43%
6,635
-2,802
42
$1.17M 0.42%
+16,070
43
$1.15M 0.42%
6,619
+52
44
$1.14M 0.41%
2,752
-21
45
$1.08M 0.39%
27,615
+6,409
46
$1.02M 0.37%
40,878
+20,031
47
$937K 0.34%
6,649
+997
48
$889K 0.32%
3,302
-370
49
$801K 0.29%
11,140
-20
50
$754K 0.27%
15,966
-395
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2
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