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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.34M
3
+$6.75M
4
NEE icon
NextEra Energy
NEE
+$4.69M
5
MRK icon
Merck
MRK
+$4.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.69%
2 Healthcare 10.13%
3 Financials 8.53%
4 Utilities 8.49%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386K 0.27%
+10,199
52
$381K 0.27%
+5,866
53
$332K 0.23%
+3,600
54
$317K 0.22%
+815
55
$305K 0.21%
+2,686
56
$298K 0.21%
+10,060
57
$290K 0.2%
+1,798
58
$265K 0.19%
+8,758
59
$255K 0.18%
+793
60
$244K 0.17%
+1,040
61
$241K 0.17%
+8,304
62
$234K 0.16%
+709
63
$232K 0.16%
+8,546
64
$221K 0.16%
+1,249
65
$210K 0.15%
+2,450
66
$207K 0.15%
+2,227
67
$204K 0.14%
+6,218
68
$4K ﹤0.01%
+1,023
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3