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
$391M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Sector Composition

1 Energy 15.11%
2 Financials 11.65%
3 Healthcare 4.02%
4 Technology 2.82%
5 Industrials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-121,295