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
251
$35.4K 0.01%
291
+1
252
$35.2K 0.01%
248
253
$35K 0.01%
411
+1
254
$32.8K 0.01%
138
255
$32.2K 0.01%
930
+3
256
$29.4K 0.01%
143
257
$28.9K 0.01%
274
+1
258
$27.8K 0.01%
298
259
$27.4K 0.01%
+81
260
$27.2K 0.01%
426
+1
261
$26.8K 0.01%
207
-228
262
$26.7K 0.01%
558
+179
263
$25.7K ﹤0.01%
1,762
264
$25.4K ﹤0.01%
1,309
+51
265
$25.3K ﹤0.01%
334
-40
266
$24.2K ﹤0.01%
100
267
$23.4K ﹤0.01%
108
268
$23.1K ﹤0.01%
629
269
$23K ﹤0.01%
2,317
+60
270
$22.1K ﹤0.01%
252
271
$21.4K ﹤0.01%
424
+120
272
$21.3K ﹤0.01%
2,159
273
$21.1K ﹤0.01%
56
274
$20.4K ﹤0.01%
3,778
+134
275
$19.7K ﹤0.01%
209
+1
9 10
11
12 13