AFWM
AMJ Financial Wealth Management Portfolio holdings
AUM
$416M
1-Year Est. Return
32.33%
This Fund
S&P 500
1 Year Est. Return
+32.33%
AUM
$416M
AUM Growth
+$3.7M
(+0.9%)
Holding
102
Top Buys
| 1 | +$8.86M | |
| 2 | +$8.44M | |
| 3 | +$7.72M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$7.44M |
| 5 |
Amazon
AMZN
|
+$6.85M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$10.1M | |
| 3 | +$9.93M | |
| 4 |
Netflix
NFLX
|
+$8.89M |
| 5 |
Duke Energy
DUK
|
+$7.84M |
Sector Composition
| 1 | Technology | 29.14% |
| 2 | Industrials | 11.06% |
| 3 | Financials | 10.71% |
| 4 | Consumer Discretionary | 9.26% |
| 5 | Communication Services | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Veeva Systems
VEEV
$30.5B
| – | – |
-34,018
|
|
||
102
State Street Utilities Select Sector SPDR ETF
XLU
$25B
| – | – |
-4,702
|
|