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
276
$27.5K ﹤0.01%
+150
277
$26.6K ﹤0.01%
789
278
$26.5K ﹤0.01%
248
279
$26K ﹤0.01%
1,762
280
$25.7K ﹤0.01%
100
281
$25.7K ﹤0.01%
1,233
+475
282
$25.4K ﹤0.01%
1,271
+439
283
$25.4K ﹤0.01%
495
+2
284
$24.1K ﹤0.01%
252
285
$23.7K ﹤0.01%
649
-5
286
$23.4K ﹤0.01%
300
287
$23.3K ﹤0.01%
331
+117
288
$22.7K ﹤0.01%
325
289
$22.4K ﹤0.01%
101
290
$22.2K ﹤0.01%
205
291
$22.2K ﹤0.01%
982
-19,393
292
$22.1K ﹤0.01%
372
+97
293
$21.7K ﹤0.01%
209
-5
294
$19K ﹤0.01%
334
295
$18.3K ﹤0.01%
386
-4
296
$18.1K ﹤0.01%
170
+120
297
$18K ﹤0.01%
4,026
+135
298
$17.2K ﹤0.01%
98
299
$16.2K ﹤0.01%
105
300
$15.8K ﹤0.01%
1,000
10 11
12
13 14