JPWM

Jamison Private Wealth Management Portfolio holdings

AUM $803M
1-Year Est. Return 25.79%
This Quarter Est. Return
1 Year Est. Return
+25.79%
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
351
$4.03K ﹤0.01%
65
352
$3.82K ﹤0.01%
7
353
$3.77K ﹤0.01%
18
354
$3.77K ﹤0.01%
22
355
$3.46K ﹤0.01%
38
356
$3.38K ﹤0.01%
60
357
$3.08K ﹤0.01%
120
358
$3.07K ﹤0.01%
31
359
$3.02K ﹤0.01%
33
360
$2.9K ﹤0.01%
200
361
$2.74K ﹤0.01%
17
362
$2.52K ﹤0.01%
32
363
$2.5K ﹤0.01%
5
364
$2.37K ﹤0.01%
+180
365
$2.35K ﹤0.01%
285
366
$2.19K ﹤0.01%
1,096
367
$2.04K ﹤0.01%
300
368
$1.9K ﹤0.01%
32
369
$1.88K ﹤0.01%
418
370
$1.83K ﹤0.01%
50
371
$1.82K ﹤0.01%
23
372
$1.78K ﹤0.01%
22
373
$1.77K ﹤0.01%
75
374
$1.71K ﹤0.01%
280
375
$1.6K ﹤0.01%
34
13 14
15
16 17