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
$230M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$5.2M
3 +$4.32M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.99M
5
LUV icon
Southwest Airlines
LUV
+$3.79M

Top Sells

1 +$12.7M
2 +$6.49M
3 +$5.34M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.62M
5
ZG icon
Zillow
ZG
+$3.81M

Sector Composition

1 Technology 29.94%
2 Financials 12.88%
3 Industrials 11.39%
4 Healthcare 6.69%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,679
102
-5,832
103
-16,841
104
-35,030
105
-12,207