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
426
$1.42K ﹤0.01%
32
427
$1.31K ﹤0.01%
280
428
$1.1K ﹤0.01%
6
429
$1.01K ﹤0.01%
21
430
$982 ﹤0.01%
+119
431
$920 ﹤0.01%
32
432
$726 ﹤0.01%
3
433
$661 ﹤0.01%
+35
434
$630 ﹤0.01%
8
+1
435
$614 ﹤0.01%
20
436
$556 ﹤0.01%
50
437
$539 ﹤0.01%
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438
$495 ﹤0.01%
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439
$491 ﹤0.01%
109
440
$375 ﹤0.01%
+10
441
$369 ﹤0.01%
188
442
$357 ﹤0.01%
62
443
$286 ﹤0.01%
5
444
$170 ﹤0.01%
5
445
$166 ﹤0.01%
6
446
$161 ﹤0.01%
10
447
$141 ﹤0.01%
11
448
$126 ﹤0.01%
20
449
$122 ﹤0.01%
107
450
$118 ﹤0.01%
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