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
51
$889K 0.25%
+4,023
52
$887K 0.25%
+4,999
53
$876K 0.25%
6,666
-50,510
54
$847K 0.24%
4,427
-3,601
55
$846K 0.24%
4,130
-252
56
$835K 0.24%
10,838
-337
57
$830K 0.24%
+1,700
58
$826K 0.24%
+5,396
59
$726K 0.21%
9,016
+3,889
60
$718K 0.21%
2,031
-538
61
$694K 0.2%
3,290
-187
62
$568K 0.16%
+11,948
63
$531K 0.15%
925
-32
64
$516K 0.15%
4,463
+82
65
$507K 0.15%
14,300
-76
66
$479K 0.14%
2,787
-439
67
$455K 0.13%
3,879
-152
68
$418K 0.12%
4,750
+178
69
$404K 0.12%
3,443
-62
70
$395K 0.11%
4,367
-204
71
$363K 0.1%
6,945
-232
72
$355K 0.1%
14,347
+614
73
$350K 0.1%
1,983
74
$347K 0.1%
2,778
-21
75
$324K 0.09%
+1,183
1 2
3
4