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AFWM

AMJ Financial Wealth Management Portfolio holdings

AUM $422M
1-Year Est. Return 37.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$9.14M
3
+$7.36M
4
FDX icon
FedEx
FDX
+$5.29M
5
ETN icon
Eaton
ETN
+$4.25M

Top Sells

1
+$9.18M
2
+$8.65M
3
+$5.84M
4
HII icon
Huntington Ingalls Industries
HII
+$5.46M
5
SYF icon
Synchrony
SYF
+$5.19M

Sector Composition

1 Technology 25.84%
2 Industrials 14.42%
3 Communication Services 7.48%
4 Consumer Discretionary 6.57%
5 Financials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
51
GE Aerospace
GE
$357B
$1.15M 0.27%
4,056
-2,799
SPYM
52
State Street SPDR Portfolio S&P 500 ETF
SPYM
$141B
$1.02M 0.24%
13,305
+213
IWO icon
53
iShares Russell 2000 Growth ETF
IWO
$14.9B
$967K 0.23%
+3,083
TDV icon
54
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$289M
$957K 0.23%
11,294
+584
QQQ icon
55
Invesco QQQ Trust
QQQ
$492B
$879K 0.21%
1,523
-398
CSCO icon
56
Cisco
CSCO
$474B
$861K 0.2%
11,097
-435
JPM icon
57
JPMorgan Chase
JPM
$856B
$838K 0.2%
2,850
-38
SLV icon
58
iShares Silver Trust
SLV
$33.9B
$700K 0.17%
10,270
-32
VOO icon
59
Vanguard S&P 500 ETF
VOO
$993B
$690K 0.16%
1,155
-162
QTEC icon
60
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.85B
$636K 0.15%
2,945
+304
XOM icon
61
Exxon Mobil
XOM
$584B
$598K 0.14%
3,523
-23
NYT icon
62
New York Times
NYT
$11.9B
$596K 0.14%
7,117
-13
PAVE icon
63
Global X US Infrastructure Development ETF
PAVE
$14B
$591K 0.14%
11,636
+4,642
EZU icon
64
iShare MSCI Eurozone ETF
EZU
$9.44B
$564K 0.13%
9,007
-197
XLC icon
65
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
$544K 0.13%
4,910
+278
REGN icon
66
Regeneron Pharmaceuticals
REGN
$64.5B
$511K 0.12%
662
LMT icon
67
Lockheed Martin
LMT
$122B
$462K 0.11%
+765
SPXT icon
68
ProShares S&P 500 ex-Technology ETF
SPXT
$269M
$415K 0.1%
4,094
SPAB icon
69
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.64B
$394K 0.09%
15,389
+473
IWB icon
70
iShares Russell 1000 ETF
IWB
$48.6B
$322K 0.08%
903
ACN icon
71
Accenture
ACN
$102B
$318K 0.08%
1,602
-80
RSPG icon
72
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$549M
$301K 0.07%
+2,751
GOOG icon
73
Alphabet (Google) Class C
GOOG
$4.48T
$290K 0.07%
1,009
+20
LLY icon
74
Eli Lilly
LLY
$1.01T
$289K 0.07%
314
EUFN icon
75
iShares MSCI Europe Financials ETF
EUFN
$3.6B
$286K 0.07%
8,214
+237
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