JPWM

Jamison Private Wealth Management Portfolio holdings

AUM $773M
1-Year Est. Return 21.7%
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$240K
3
+$193K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$148K
5
HSY icon
Hershey
HSY
+$111K

Top Sells

1
+$620K
2
+$283K
3
+$278K
4
AAPL icon
Apple
AAPL
+$241K
5
WM icon
Waste Management
WM
+$241K

Sector Composition

1 Technology 22.43%
2 Financials 14.3%
3 Industrials 14.05%
4 Healthcare 12.33%
5 Consumer Discretionary 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.6K 0.01%
232
+101
227
$61.6K 0.01%
661
+311
228
$61.2K 0.01%
1,437
+1
229
$60.6K 0.01%
583
230
$59.4K 0.01%
2,346
231
$58.7K 0.01%
1,665
232
$58.4K 0.01%
2,739
+6
233
$58.1K 0.01%
765
234
$57.4K 0.01%
115
235
$53.1K 0.01%
521
+11
236
$50.1K 0.01%
223
237
$49K 0.01%
1,645
+21
238
$48K 0.01%
1,050
239
$47.2K 0.01%
2,028
240
$46.6K 0.01%
741
+364
241
$46.4K 0.01%
6,681
+546
242
$45.6K 0.01%
572
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243
$42.6K 0.01%
332
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244
$40.4K 0.01%
723
-47
245
$39.5K 0.01%
2,140
+26
246
$39.4K 0.01%
198
-66
247
$39.3K 0.01%
530
248
$37.3K 0.01%
3,015
+113
249
$37.2K 0.01%
374
250
$36K 0.01%
400
+4
8 9
10
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