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JTWM

Jackson Thornton Wealth Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 22.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$986M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.78M
3
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.03M

Top Sells

1
+$3.98M
2
+$1.49M
3
+$1.39M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.33M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.24M

Sector Composition

1 Technology 4.01%
2 Healthcare 1.58%
3 Financials 1.44%
4 Consumer Discretionary 1.34%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$244K 0.02%
2,010
-820
227
$244K 0.02%
+7,660
228
$243K 0.02%
+5,489
229
$243K 0.02%
+2,234
230
$243K 0.02%
+1,995
231
$241K 0.02%
+14,849
232
$241K 0.02%
+469
233
$241K 0.02%
+3,202
234
$237K 0.02%
+1,294
235
$237K 0.02%
+4,448
236
$237K 0.02%
+1,557
237
$236K 0.02%
8,748
+1,650
238
$236K 0.02%
+2,114
239
$235K 0.02%
+1,781
240
$235K 0.02%
+987
241
$234K 0.02%
+2,323
242
$233K 0.02%
+2,349
243
$233K 0.02%
+4,207
244
$232K 0.02%
5,413
+796
245
$231K 0.02%
+1,747
246
$231K 0.02%
15,015
+3,817
247
$230K 0.02%
+9,598
248
$227K 0.02%
+2,959
249
$227K 0.02%
1,106
250
$224K 0.02%
+2,523
8 9
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