JWM
Jacksonville Wealth Management Portfolio holdings
AUM
$141M
1-Year Est. Return
21.05%
This Fund
S&P 500
1 Year Est. Return
+21.05%
AUM
$141M
AUM Growth
+$5.07M
(+3.7%)
Holding
77
Top Buys
| 1 | +$831K | |
| 2 | +$649K | |
| 3 | +$539K | |
| 4 |
Mercado Libre
MELI
|
+$477K |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$461K |
Top Sells
| 1 | +$860K | |
| 2 | +$355K | |
| 3 | +$340K | |
| 4 |
NVIDIA
NVDA
|
+$267K |
| 5 |
Apple
AAPL
|
+$227K |
Sector Composition
| 1 | Technology | 19.61% |
| 2 | Industrials | 5.73% |
| 3 | Consumer Discretionary | 5.44% |
| 4 | Communication Services | 4.37% |
| 5 | Healthcare | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
PayPal
PYPL
$41.8B
| – | – |
-5,069
|
|
||
77
United Parcel Service
UPS
$82.7B
| – | – |
-2,600
|
|