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
$602M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1M
3
+$561K
4
GEV icon
GE Vernova
GEV
+$461K
5
ASML icon
ASML
ASML
+$370K

Top Sells

1
+$1.43M
2
+$603K
3
+$462K
4
GE icon
GE Aerospace
GE
+$452K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$438K

Sector Composition

1 Technology 24.99%
2 Financials 14.21%
3 Industrials 12.36%
4 Healthcare 12.25%
5 Consumer Discretionary 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41.9K 0.01%
252
-55
252
$41.8K 0.01%
675
-71
253
$41.7K 0.01%
167
254
$41.6K 0.01%
1,318
-2,555
255
$41.5K 0.01%
974
+870
256
$39.9K 0.01%
407
+3
257
$37.6K 0.01%
162
-203
258
$35.6K 0.01%
+1,000
259
$35.2K 0.01%
298
260
$34.4K 0.01%
598
261
$34.2K 0.01%
1,350
+100
262
$33.1K 0.01%
81
263
$33.1K 0.01%
1,480
-183
264
$33K 0.01%
207
265
$32.2K 0.01%
143
266
$31.9K 0.01%
1,662
-308
267
$31.6K 0.01%
292
+1
268
$31.3K 0.01%
937
-26
269
$30K 0.01%
571
270
$28.3K ﹤0.01%
106
271
$28K ﹤0.01%
320
272
$28K ﹤0.01%
291
+286
273
$27.8K ﹤0.01%
428
+1
274
$27.6K ﹤0.01%
+298
275
$27.6K ﹤0.01%
204
9 10
11
12 13