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
$347M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.57M
3
+$8.14M
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$6.98M
5
NDAQ icon
Nasdaq
NDAQ
+$6.92M

Top Sells

1
+$12.5M
2
+$7.99M
3
+$6.64M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$6.15M
5
UBS icon
UBS Group
UBS
+$5.47M

Sector Composition

1 Technology 21.92%
2 Industrials 12.17%
3 Financials 11.44%
4 Consumer Discretionary 10.81%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.09%
11,674
-259
77
$291K 0.08%
+1,104
78
$287K 0.08%
324
79
$280K 0.08%
622
80
$266K 0.08%
+4,976
81
$249K 0.07%
+3,460
82
$215K 0.06%
+2,386
83
– –
-4,860
84
– –
-292,021
85
– –
-25,970
86
– –
-9,937
87
– –
-5,169
88
– –
-77,545
89
– –
-9,335
90
– –
-498,687
91
– –
-185,183
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4