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
$244M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$5.48M
2 +$4.4M
3 +$4.21M
4
CMCSA icon
Comcast
CMCSA
+$3.71M
5
ORLY icon
O'Reilly Automotive
ORLY
+$3.34M

Top Sells

1 +$5.2M
2 +$4.38M
3 +$3.95M
4
LUV icon
Southwest Airlines
LUV
+$3.79M
5
FI icon
Fiserv
FI
+$3.44M

Sector Composition

1 Technology 29.59%
2 Financials 13.53%
3 Industrials 10.66%
4 Healthcare 8.39%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-92,191
102
-6,515
103
-53,133
104
-7,379
105
-572
106
-7,486
107
-2,344