JWM

JDH Wealth Management Portfolio holdings

AUM $131M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$1.46M
2 +$892K
3 +$619K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$461K
5
AAPL icon
Apple
AAPL
+$363K

Sector Composition

1 Technology 3.75%
2 Consumer Discretionary 0.8%
3 Communication Services 0.65%
4 Financials 0.44%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JNJ icon
51
Johnson & Johnson
JNJ
$465B
-1,495
SHY icon
52
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
-2,976
XOM icon
53
Exxon Mobil
XOM
$489B
-5,201