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
$321M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.15M
3
+$7.2M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$5.09M
5
CRWD icon
CrowdStrike
CRWD
+$3.81M

Top Sells

1
+$11.8M
2
+$5.9M
3
+$4.92M
4
MGM icon
MGM Resorts International
MGM
+$4.66M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.75M

Sector Composition

1 Technology 25.68%
2 Consumer Discretionary 11.83%
3 Industrials 11.75%
4 Financials 8.86%
5 Communication Services 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.02M 2.17%
27,620
-999
27
$6.88M 2.13%
70,480
+4,063
28
$6.15M 1.91%
292,021
+30,234
29
$5.73M 1.78%
79,849
+4,761
30
$5.51M 1.71%
119,568
+1,527
31
$5.47M 1.7%
185,183
+88,631
32
$5.09M 1.58%
+280,495
33
$4.06M 1.26%
31,530
+26,424
34
$3.81M 1.18%
+9,937
35
$3.73M 1.16%
55,161
+1,119
36
$3.53M 1.09%
35,008
+502
37
$3.45M 1.07%
77,545
-104,903
38
$3.2M 0.99%
46,363
+5,114
39
$2.73M 0.85%
21,221
+67
40
$2.57M 0.8%
31,501
+1,279
41
$2.23M 0.69%
27,782
+7,115
42
$1.69M 0.52%
3,918
43
$1.59M 0.49%
8,028
-340
44
$1.45M 0.45%
7,479
-12
45
$1.39M 0.43%
6,618
+72
46
$1M 0.31%
6,855
-87
47
$958K 0.3%
3,301
+1,612
48
$834K 0.26%
11,175
-660
49
$779K 0.24%
2,569
-936
50
$745K 0.23%
4,382
-274
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