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
$299M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$5.53M
3
+$4.92M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.54M
5
FNF icon
Fidelity National Financial
FNF
+$3.03M

Top Sells

1
+$5.21M
2
+$4.91M
3
+$3.5M
4
ON icon
ON Semiconductor
ON
+$3.45M
5
WPM icon
Wheaton Precious Metals
WPM
+$3.27M

Sector Composition

1 Technology 24.17%
2 Consumer Discretionary 12.9%
3 Industrials 12.84%
4 Communication Services 8.56%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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-253,112
78
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-4,773
79
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-66,260
80
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-34,364
81
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-717
82
– –
-4,257
83
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-3,490
84
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-41,262
1 2 3
4