PJWM
Philip James Wealth Mangement Portfolio holdings
AUM
$784M
This Quarter Return
+7.23%
1 Year Return
+7.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.15%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Consumer Discretionary | 1.64% |
| 3 | Consumer Staples | 1.51% |
| 4 | Industrials | 1.48% |
| 5 | Healthcare | 1.15% |
