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
$195M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$4.38M
3
+$4.04M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.57M
5
IVZ icon
Invesco
IVZ
+$3.23M

Top Sells

1
+$7.77M
2
+$6.36M
3
+$5.06M
4
WERN icon
Werner Enterprises
WERN
+$4.01M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$2.95M

Sector Composition

1 Technology 27.43%
2 Healthcare 9.37%
3 Industrials 9.08%
4 Consumer Discretionary 8.25%
5 Consumer Staples 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,497
77
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78
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-4,561
79
– –
-3,687
80
– –
-95,557
81
– –
-1,023
82
– –
-5,767
1 2 3
4