JWM
JDH Wealth Management Portfolio holdings
AUM
$141M
1-Year Est. Return
13.65%
1 Year Est. Return
+13.65%
AUM
$131M
AUM Growth
+$14M
(+12%)
Holding
53
Top Buys
| 1 | +$1.48M | |
| 2 | +$1.25M | |
| 3 | +$1.17M | |
| 4 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$1.15M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$650K |
Top Sells
| 1 | +$1.46M | |
| 2 | +$892K | |
| 3 | +$619K | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$461K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
| – | – |
-2,976
|
|
||
52
Johnson & Johnson
JNJ
$450B
| – | – |
-1,495
|
|
||
53
Ford
F
$52.6B
| – | – |
-10,213
|
|