JWM
Jeppson Wealth Management Portfolio holdings
AUM
$314M
1-Year Est. Return
21.59%
1 Year Est. Return
+21.59%
AUM
$314M
AUM Growth
+$24.4M
(+8.4%)
Holding
227
Top Buys
| 1 | +$413K | |
| 2 | +$229K | |
| 3 | +$223K | |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$221K |
| 5 |
Las Vegas Sands
LVS
|
+$215K |
Top Sells
| 1 | +$566K | |
| 2 | +$270K | |
| 3 | +$254K | |
| 4 |
Apple
AAPL
|
+$216K |
| 5 |
Eli Lilly
LLY
|
+$153K |
Sector Composition
| 1 | Technology | 26.17% |
| 2 | Communication Services | 8.64% |
| 3 | Industrials | 7.44% |
| 4 | Healthcare | 6.82% |
| 5 | Financials | 6.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
ChargePoint
CHPT
$252M
| – | – |
-531
|
|
||
227
Baxter International
BAX
$11.9B
| – | – |
-8,392
|
|