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
$347M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.57M
3
+$8.14M
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$6.98M
5
NDAQ icon
Nasdaq
NDAQ
+$6.92M

Top Sells

1
+$12.5M
2
+$7.99M
3
+$6.64M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$6.15M
5
UBS icon
UBS Group
UBS
+$5.47M

Sector Composition

1 Technology 21.92%
2 Industrials 12.17%
3 Financials 11.44%
4 Consumer Discretionary 10.81%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.92M 1.98%
+94,821
27
$6.82M 1.95%
56,171
-3,129
28
$6.37M 1.83%
23,180
-8,881
29
$6.16M 1.76%
118,123
-1,445
30
$5.89M 1.69%
+34,448
31
$5.4M 1.55%
287,034
+6,539
32
$5.29M 1.52%
31,912
-16,667
33
$4.84M 1.39%
+54,266
34
$4.19M 1.2%
51,857
-3,304
35
$3.86M 1.1%
31,213
-317
36
$3.83M 1.1%
34,249
-759
37
$3.22M 0.92%
48,177
+1,814
38
$3.06M 0.88%
20,677
-544
39
$2.83M 0.81%
31,003
-498
40
$2.74M 0.79%
65,920
-51,860
41
$2.68M 0.77%
+11,837
42
$1.98M 0.57%
3,918
43
$1.65M 0.47%
19,863
-7,919
44
$1.45M 0.42%
6,237
-381
45
$1.33M 0.38%
7,119
-360
46
$1.11M 0.32%
6,819
-36
47
$1.09M 0.31%
+8,329
48
$1.04M 0.3%
3,450
+149
49
$930K 0.27%
5,193
+1,230
50
$897K 0.26%
4,626
1
2
3 4