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JW
Jenkins Wealth Portfolio holdings
AUM
$248M
This Fund
S&P 500
This Quarter
Est. Return
+5.03%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$251M
Cap. Flow
% of AUM
100.86%
Top 10 Holdings %
Top 10 Hldgs %
75.24%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$46.3M |
| 2 |
Vanguard Value ETF
VTV
|
+$42.5M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$26.2M |
| 4 |
Vanguard Growth ETF
VUG
|
+$24.3M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$22.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 5.72% |
| 2 | Real Estate | 1.43% |
| 3 | Materials | 1.36% |
| 4 | Industrials | 1.33% |
| 5 | Financials | 1.26% |
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