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
$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
351
$8.72K ﹤0.01%
73
+34
352
$8.53K ﹤0.01%
+63
353
$8.5K ﹤0.01%
425
354
$8.31K ﹤0.01%
200
355
$8.24K ﹤0.01%
31
356
$8.17K ﹤0.01%
14
357
$8.17K ﹤0.01%
173
358
$7.85K ﹤0.01%
+80
359
$7.79K ﹤0.01%
97
+2
360
$7.75K ﹤0.01%
219
+197
361
$7.71K ﹤0.01%
417
+100
362
$7.66K ﹤0.01%
185
363
$7.63K ﹤0.01%
+146
364
$7.44K ﹤0.01%
+385
365
$7.06K ﹤0.01%
544
+5
366
$6.91K ﹤0.01%
13
367
$6.9K ﹤0.01%
65
368
$6.52K ﹤0.01%
282
369
$6.38K ﹤0.01%
320
370
$6.31K ﹤0.01%
35
371
$5.97K ﹤0.01%
169
372
$5.86K ﹤0.01%
70
373
$5.74K ﹤0.01%
25
374
$5.53K ﹤0.01%
+523
375
$5.42K ﹤0.01%
10
13 14
15
16 17