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
501
$0 ﹤0.01%
5,718
502
$0 ﹤0.01%
4,800
503
$0 ﹤0.01%
111
504
$0 ﹤0.01%
2,969
505
$0 ﹤0.01%
2,962
506
$0 ﹤0.01%
4,000
507
$0 ﹤0.01%
2,800
508
$0 ﹤0.01%
2,000