AFWM

AMJ Financial Wealth Management Portfolio holdings

AUM $395M
1-Year Est. Return 35.21%
This Quarter Est. Return
1 Year Est. Return
+35.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.57M
2 +$3.8M
3 +$3.54M
4
FI icon
Fiserv
FI
+$3.01M
5
TTD icon
Trade Desk
TTD
+$2.74M

Top Sells

1 +$5.03M
2 +$4.87M
3 +$4.87M
4
TT icon
Trane Technologies
TT
+$4.04M
5
RF icon
Regions Financial
RF
+$2.97M

Sector Composition

1 Technology 21.05%
2 Industrials 13.71%
3 Consumer Discretionary 9.55%
4 Financials 9.18%
5 Communication Services 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-576
77
-20,434