JWM

Jacobus Wealth Management Portfolio holdings

AUM $382M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.67%
2 Financials 12.39%
3 Healthcare 4.14%
4 Industrials 2.81%
5 Technology 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$108K 0.04%
+1,110
227
$108K 0.04%
+230
228
$105K 0.04%
+1,441
229
$104K 0.04%
+7,470
230
$102K 0.04%
+3,244
231
$101K 0.04%
+2,460
232
$101K 0.04%
+4,000