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
276
$31.6K ﹤0.01%
128
+93
277
$31.5K ﹤0.01%
292
278
$31.4K ﹤0.01%
162
279
$31.3K ﹤0.01%
+1,100
280
$30.7K ﹤0.01%
320
281
$30.2K ﹤0.01%
291
282
$30K ﹤0.01%
168
+126
283
$30K ﹤0.01%
106
284
$27.3K ﹤0.01%
364
+33
285
$27.3K ﹤0.01%
150
286
$26.7K ﹤0.01%
833
+500
287
$26K ﹤0.01%
1,244
+11
288
$26K ﹤0.01%
205
289
$25.8K ﹤0.01%
252
290
$25.8K ﹤0.01%
100
291
$25.3K ﹤0.01%
649
292
$25.3K ﹤0.01%
+6
293
$25K ﹤0.01%
300
294
$23.4K ﹤0.01%
325
295
$23.4K ﹤0.01%
204
296
$23K ﹤0.01%
982
297
$22.3K ﹤0.01%
334
-40
298
$22K ﹤0.01%
210
+1
299
$21.8K ﹤0.01%
334
300
$21.4K ﹤0.01%
+1,176
10 11
12
13 14