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
351
$5.02K ﹤0.01%
320
352
$4.9K ﹤0.01%
+389
353
$4.8K ﹤0.01%
933
354
$4.68K ﹤0.01%
65
355
$4.59K ﹤0.01%
39
356
$4.47K ﹤0.01%
88
-4
357
$4.42K ﹤0.01%
169
358
$4.1K ﹤0.01%
9
359
$4.07K ﹤0.01%
445
360
$4.03K ﹤0.01%
38
361
$3.95K ﹤0.01%
7
362
$3.89K ﹤0.01%
6
363
$3.89K ﹤0.01%
20
-88
364
$3.85K ﹤0.01%
722
-1,787
365
$3.84K ﹤0.01%
18
366
$3.8K ﹤0.01%
575
367
$3.76K ﹤0.01%
1,990
368
$3.56K ﹤0.01%
28
369
$3.5K ﹤0.01%
93
+1
370
$3.47K ﹤0.01%
65
371
$3.37K ﹤0.01%
31
372
$3.27K ﹤0.01%
1,096
373
$3.21K ﹤0.01%
120
374
$3.06K ﹤0.01%
60
375
$3K ﹤0.01%
1,396
13 14
15
16 17