AFWM
AMJ Financial Wealth Management Portfolio holdings
AUM
$395M
This Quarter Return
+3.93%
1 Year Return
+35.21%
3 Year Return
+139.48%
5 Year Return
+315.84%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+6.2%)
Cap. Flow
+$8.77M
Cap. Flow
% of AUM
4.24%
Top 10 Holdings %
Top 10 Hldgs %
35.51%
Holding
97
New
24
Increased
25
Reduced
29
Closed
14
Top Buys
| 1 |
ServiceNow
NOW
|
$5.34M |
| 2 |
Fiserv
FI
|
$5.05M |
| 3 |
Nasdaq
NDAQ
|
$4.93M |
| 4 |
Visa
V
|
$4.59M |
| 5 |
Baker Hughes
BKR
|
$4.09M |
Top Sells
| 1 |
Charter Communications
CHTR
|
$4.7M |
| 2 |
JD.com
JD
|
$3.98M |
| 3 |
American Tower
AMT
|
$3.1M |
| 4 |
Cencora
COR
|
$2.84M |
| 5 |
Procter & Gamble
PG
|
$2.71M |
Sector Composition
| 1 | Technology | 31.4% |
| 2 | Financials | 9.57% |
| 3 | Industrials | 9.08% |
| 4 | Healthcare | 7.61% |
| 5 | Consumer Discretionary | 7.04% |
