AFWM
AMJ Financial Wealth Management Portfolio holdings
AUM
$395M
This Quarter Return
+38.78%
1 Year Return
+35.21%
3 Year Return
+139.48%
5 Year Return
+315.84%
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(+155%)
Cap. Flow
+$84.2M
Cap. Flow
% of AUM
57.34%
Top 10 Holdings %
Top 10 Hldgs %
36.27%
Holding
68
New
39
Increased
11
Reduced
9
Closed
5
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$7.12M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$5.12M |
| 3 |
Cloudflare
NET
|
$4.59M |
| 4 |
CVS Health
CVS
|
$4.58M |
| 5 |
Veeva Systems
VEEV
|
$4.51M |
Top Sells
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$8.75M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.84M |
| 3 |
Southern Company
SO
|
$2.12M |
| 4 |
iShares Agency Bond ETF
AGZ
|
$2.12M |
| 5 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$1.37M |
Sector Composition
| 1 | Technology | 27.65% |
| 2 | Healthcare | 13.23% |
| 3 | Consumer Staples | 6.63% |
| 4 | Consumer Discretionary | 5.63% |
| 5 | Materials | 5.13% |
