JPWM
Jamison Private Wealth Management Portfolio holdings
AUM
$773M
1-Year Est. Return
21.7%
1 Year Est. Return
+21.7%
AUM
$697M
AUM Growth
+$40.4M
(+6.2%)
Holding
206
Top Buys
| 1 | +$2.09M | |
| 2 | +$583K | |
| 3 | +$562K | |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$502K |
| 5 |
NVIDIA
NVDA
|
+$487K |
Top Sells
| 1 | +$6M | |
| 2 | +$3.76M | |
| 3 | +$2.48M | |
| 4 |
Brookfield
BN
|
+$2.27M |
| 5 |
Altria Group
MO
|
+$1.09M |
Sector Composition
| 1 | Technology | 25.2% |
| 2 | Financials | 16.18% |
| 3 | Industrials | 11.19% |
| 4 | Healthcare | 10.32% |
| 5 | Consumer Discretionary | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Global Payments
GPN
$18.3B
| – | – |
-2,189
|
|
||
202
Fortive
FTV
$16.5B
| – | – |
-3,753
|
|
||
203
Freeport-McMoran
FCX
$59B
| – | – |
-5,479
|
|
||
204
Electronic Arts
EA
$50.4B
| – | – |
-1,420
|
|
||
205
Colgate-Palmolive
CL
$64.1B
| – | – |
-3,674
|
|
||
206
Albemarle
ALB
$12.2B
| – | – |
-4,052
|
|