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
$657M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$421K
3
+$413K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$392K
5
CVX icon
Chevron
CVX
+$370K

Top Sells

1
+$227K
2
+$178K
3
+$145K
4
CVS icon
CVS Health
CVS
+$126K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$122K

Sector Composition

1 Technology 23.52%
2 Financials 14.69%
3 Industrials 12.44%
4 Healthcare 12.05%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50.8K 0.01%
1,220
+170
252
$50.3K 0.01%
253
+1
253
$50.2K 0.01%
1,350
254
$48.4K 0.01%
103
+22
255
$47.3K 0.01%
565
256
$45.9K 0.01%
410
+3
257
$44.7K 0.01%
974
258
$44.2K 0.01%
+505
259
$43.8K 0.01%
1,318
260
$43.3K 0.01%
1,253
+316
261
$42.6K 0.01%
411
262
$40.6K 0.01%
150
-17
263
$39.3K 0.01%
605
+405
264
$37.5K 0.01%
598
265
$37.2K 0.01%
298
266
$37.2K 0.01%
429
+1
267
$36.9K 0.01%
298
268
$36.7K 0.01%
207
269
$34.3K 0.01%
789
270
$32.2K ﹤0.01%
143
271
$31.9K ﹤0.01%
1,376
+105
272
$31.8K ﹤0.01%
496
+1
273
$31.8K ﹤0.01%
200
-76
274
$31.8K ﹤0.01%
1,544
-118
275
$31.7K ﹤0.01%
571
9 10
11
12 13