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
$277M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$4.16M
2 +$2.7M
3 +$2.48M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.14M
5
EXPE icon
Expedia Group
EXPE
+$1.83M

Top Sells

1 +$5.48M
2 +$3.71M
3 +$3.49M
4
ELV icon
Elevance Health
ELV
+$3.06M
5
POOL icon
Pool Corp
POOL
+$2.23M

Sector Composition

1 Technology 28.09%
2 Financials 12.98%
3 Industrials 11.08%
4 Consumer Discretionary 8.06%
5 Healthcare 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-28,425
102
-3,902
103
-3,826
104
-17,108