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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
MSI icon
76
Motorola Solutions
MSI
$68.3B
$270K 0.06%
622
XLB icon
77
State Street Materials Select Sector SPDR ETF
XLB
$8.11B
$257K 0.06%
+5,150
V icon
78
Visa
V
$616B
$253K 0.06%
836
-5,273
QQQM icon
79
Invesco NASDAQ 100 ETF
QQQM
$99.4B
$247K 0.06%
1,040
-232
IBM icon
80
IBM
IBM
$253B
$223K 0.05%
918
SCHX icon
81
Schwab US Large- Cap ETF
SCHX
$72.5B
$220K 0.05%
8,570
CBOE icon
82
Cboe Global Markets
CBOE
$30.7B
$206K 0.05%
+732
NOC icon
83
Northrop Grumman
NOC
$77.4B
$164K 0.04%
+240
BLDR icon
84
Builders FirstSource
BLDR
$8.37B
– –
-1,991
BSCQ icon
85
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.78B
– –
-258,258
C icon
86
Citigroup
C
$241B
– –
-35,133
COF icon
87
Capital One
COF
$121B
– –
-37,864
CRDO icon
88
Credo Technology Group
CRDO
$47.8B
– –
-40,585
EXPE icon
89
Expedia Group
EXPE
$28.4B
– –
-13,952
IWP icon
90
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
– –
-8,071
LOGI icon
91
Logitech
LOGI
$15.9B
– –
-51,718
LVS icon
92
Las Vegas Sands
LVS
$33B
– –
-3,493
SAP icon
93
SAP
SAP
$192B
– –
-11,645
SPY icon
94
State Street SPDR S&P 500 ETF Trust
SPY
$797B
– –
-784
SYF icon
95
Synchrony
SYF
$25.1B
– –
-62,155
TMO icon
96
Thermo Fisher Scientific
TMO
$176B
– –
-14,930
ULTA icon
97
Ulta Beauty
ULTA
$20.3B
– –
-1,708
XLF icon
98
State Street Financial Select Sector SPDR ETF
XLF
$50.6B
– –
-9,033
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