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
376
$2.96K ﹤0.01%
180
377
$2.79K ﹤0.01%
+98
378
$2.74K ﹤0.01%
200
379
$2.64K ﹤0.01%
17
380
$2.58K ﹤0.01%
+20
381
$2.43K ﹤0.01%
1,464
382
$2.43K ﹤0.01%
200
-13,690
383
$2.35K ﹤0.01%
15
384
$2.34K ﹤0.01%
5
385
$2.26K ﹤0.01%
32
386
$2.25K ﹤0.01%
47
387
$2.24K ﹤0.01%
25
388
$2.18K ﹤0.01%
5
389
$2.13K ﹤0.01%
22
390
$2.04K ﹤0.01%
75
391
$2.01K ﹤0.01%
+25
392
$1.98K ﹤0.01%
33
393
$1.82K ﹤0.01%
23
394
$1.72K ﹤0.01%
1,000
395
$1.62K ﹤0.01%
300
396
$1.41K ﹤0.01%
32
397
$1.19K ﹤0.01%
32
398
$958 ﹤0.01%
6
399
$947 ﹤0.01%
280
400
$889 ﹤0.01%
21
14 15
16
17 18