AFWM
AMJ Financial Wealth Management Portfolio holdings
AUM
$395M
This Quarter Return
-5.37%
1 Year Return
+35.21%
3 Year Return
+139.48%
5 Year Return
+315.84%
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(-53%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-94.92%
Top 10 Holdings %
Top 10 Hldgs %
65.58%
Holding
95
New
11
Increased
16
Reduced
23
Closed
42
Top Buys
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
$10.4M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$7.49M |
| 3 |
Hershey
HSY
|
$6.78M |
| 4 |
Duke Energy
DUK
|
$2.85M |
| 5 |
Novo Nordisk
NVO
|
$2.59M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$10.5M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$8.82M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$8.26M |
| 4 |
Walmart
WMT
|
$7.85M |
| 5 |
Microsoft
MSFT
|
$7.24M |
Sector Composition
| 1 | Consumer Staples | 12.87% |
| 2 | Utilities | 12.03% |
| 3 | Technology | 9.6% |
| 4 | Industrials | 8.78% |
| 5 | Healthcare | 8.25% |
