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
276
$19.6K ﹤0.01%
325
277
$19.1K ﹤0.01%
649
278
$18.8K ﹤0.01%
320
-160
279
$18.5K ﹤0.01%
89
280
$17.8K ﹤0.01%
1,259
281
$17K ﹤0.01%
423
+1
282
$16.5K ﹤0.01%
108
283
$16.2K ﹤0.01%
319
284
$15.5K ﹤0.01%
150
285
$15.2K ﹤0.01%
+758
286
$14.9K ﹤0.01%
1,000
287
$14.6K ﹤0.01%
98
288
$14.6K ﹤0.01%
706
+185
289
$13.6K ﹤0.01%
182
+50
290
$13.5K ﹤0.01%
130
291
$13.4K ﹤0.01%
105
+1
292
$12.7K ﹤0.01%
410
-888
293
$12.4K ﹤0.01%
41
294
$12.1K ﹤0.01%
111
-209
295
$12K ﹤0.01%
205
296
$11.8K ﹤0.01%
+1,438
297
$11.1K ﹤0.01%
100
298
$10.9K ﹤0.01%
111
+1
299
$10.8K ﹤0.01%
120
300
$10.7K ﹤0.01%
1,099
+22
10 11
12
13 14