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
$217M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.56M
3
+$3.29M
4
NOW icon
ServiceNow
NOW
+$2.16M
5
ACM icon
Aecom
ACM
+$1.65M

Top Sells

1
+$6.79M
2
+$6.36M
3
+$3.75M
4
UHS icon
Universal Health Services
UHS
+$3.33M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.25M

Sector Composition

1 Industrials 16.5%
2 Technology 14.99%
3 Consumer Discretionary 9.91%
4 Financials 9.34%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 2.11%
8,111
+5,815
27
$4.56M 2.1%
+37,926
28
$4.2M 1.93%
50,557
+19,847
29
$3.22M 1.48%
37,584
+14,770
30
$2.84M 1.31%
65,210
-580
31
$2.69M 1.24%
18,968
+683
32
$2.65M 1.22%
65,315
-326
33
$2.35M 1.08%
77,013
+11,947
34
$1.82M 0.84%
28,756
+313
35
$1.65M 0.76%
26,579
+3,727
36
$1.23M 0.57%
3,918
37
$1.22M 0.56%
23,826
+19,303
38
$1.19M 0.55%
6,943
+450
39
$1.09M 0.5%
6,968
-145
40
$1.06M 0.49%
27,772
+5,882
41
$948K 0.44%
7,455
42
$841K 0.39%
5,689
+1,124
43
$781K 0.36%
27,182
-7,478
44
$761K 0.35%
4,870
-1,275
45
$710K 0.33%
5,706
-366
46
$679K 0.31%
7,438
+2,170
47
$589K 0.27%
1,919
48
$527K 0.24%
5,696
49
$444K 0.2%
6,111
+1,863
50
$434K 0.2%
20,434
-726
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