AJ WEALTH STRATEGIES, LLC

HTTP://WWW.AJWEALTHLLC.COM NEW YORK, NY Investment Advisor How do I update this listing?

AJ Wealth Strategies is based out of New York. AJ Wealth Strategies is a large advisory firm with 295 clients and discretionary assets under management (AUM) of $1,209,000,000 (Form ADV from 2019-09-01). Their last reported 13F filing for Q1 2020 included $737,585,000 in managed 13F securities and a top 10 holdings concentration of 72.66%. AJ Wealth Strategies's largest holding is Invesco QQQ Trust Series 1 with shares held of 583,950. AJ Wealth Strategies has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings

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03/31/2020

13F Activity

  • Market Value $737.585 Million
  • Prior Market Value $855.841 Million
  • New Purchases82 stocks
  • Additional Purchases48 stocks
  • Sold out of27 stocks
  • Reduced holdings in33 stocks
  • Top 10 Holdings % 72.66 %
  • Turnover % [1]:61.93%
  • Turnover Alt % [2]: 42.52 %
  • Time Held Top20:5.30 quarters
  • Time Held Top10:6.20 quarters
  • Time Held All:4.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 17.66%
Performance Last 4 Quarters: 0.36%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

AJ WEALTH
28 LIBERTY STREET SUITE 2850
NEW YORK NY    10005
Country: United States

Business Phone: (212) 729-7750
Fax: 888-712-1647
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 24
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 50,706,400
Total Number of Clients: 295
Amount of client funds and securities by related persons: 131,144,000
Total Number of clients from related persons: 20
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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WhaleScore history for AJ WEALTH STRATEGIES, LLC

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