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
$321M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.15M
3
+$7.2M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$5.09M
5
CRWD icon
CrowdStrike
CRWD
+$3.81M

Top Sells

1
+$11.8M
2
+$5.9M
3
+$4.92M
4
MGM icon
MGM Resorts International
MGM
+$4.66M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.75M

Sector Composition

1 Technology 25.68%
2 Consumer Discretionary 11.83%
3 Industrials 11.75%
4 Financials 8.86%
5 Communication Services 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-75,537
80
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-9,281
81
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-595
82
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-56,677
83
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-21,240
84
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-57,074
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