AFWM
AMJ Financial Wealth Management Portfolio holdings
AUM
$395M
1-Year Est. Return
35.21%
1 Year Est. Return
+35.21%
AUM
$333M
AUM Growth
-$26.8M
(-7.4%)
Holding
103
Top Buys
| 1 | +$11.5M | |
| 2 | +$9.75M | |
| 3 | +$9.12M | |
| 4 |
Veeva Systems
VEEV
|
+$8M |
| 5 |
Hartford Financial Services
HIG
|
+$7.1M |
Top Sells
| 1 | +$12.3M | |
| 2 | +$8.93M | |
| 3 | +$8.19M | |
| 4 |
NetApp
NTAP
|
+$8M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$7.75M |
Sector Composition
| 1 | Technology | 20.08% |
| 2 | Financials | 18.19% |
| 3 | Consumer Discretionary | 12.17% |
| 4 | Communication Services | 6.55% |
| 5 | Industrials | 5.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Seagate
STX
$48B
| – | – |
-21,208
|
|
||
102
Trade Desk
TTD
$24.4B
| – | – |
-64,877
|
|
||
103
Textron
TXT
$14.5B
| – | – |
-70,127
|
|