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
$592M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$589K
3
+$464K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$458K
5
SPG icon
Simon Property Group
SPG
+$327K

Top Sells

1
+$1.18M
2
+$670K
3
+$446K
4
BROS icon
Dutch Bros
BROS
+$398K
5
GLW icon
Corning
GLW
+$330K

Sector Composition

1 Technology 22.89%
2 Financials 14.12%
3 Industrials 13.33%
4 Healthcare 12.37%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$56.6K 0.01%
233
+1
252
$53.9K 0.01%
276
253
$53.8K 0.01%
2,745
+6
254
$52.7K 0.01%
586
+14
255
$50.8K 0.01%
431
+20
256
$50.2K 0.01%
+1,108
257
$50.1K 0.01%
998
+440
258
$49.6K 0.01%
333
+1
259
$46.8K 0.01%
1,663
+18
260
$42.6K 0.01%
746
+5
261
$40.5K 0.01%
404
+4
262
$40.4K 0.01%
379
+5
263
$40.2K 0.01%
3,101
+86
264
$38.4K 0.01%
1,970
-170
265
$38.4K 0.01%
291
266
$35.7K 0.01%
963
+33
267
$35.4K 0.01%
+571
268
$35.3K 0.01%
81
269
$34.7K 0.01%
143
270
$34.7K 0.01%
+598
271
$33.5K 0.01%
298
272
$33.4K 0.01%
+260
273
$33K 0.01%
248
274
$33K 0.01%
204
+6
275
$31.9K 0.01%
427
+1
9 10
11
12 13