JWM
Jeppson Wealth Management Portfolio holdings
AUM
$316M
1-Year Est. Return
23.66%
This Fund
S&P 500
1 Year Est. Return
+23.66%
AUM
$314M
AUM Growth
+$24.4M
(+8.4%)
Holding
227
Top Buys
| 1 | +$411K | |
| 2 | +$219K | |
| 3 | +$214K | |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$212K |
| 5 |
Las Vegas Sands
LVS
|
+$210K |
Top Sells
| 1 | +$565K | |
| 2 | +$254K | |
| 3 | +$244K | |
| 4 |
Apple
AAPL
|
+$192K |
| 5 |
Eli Lilly
LLY
|
+$150K |
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
Baxter International
BAX
$8.61B
| – | – |
-8,392
|
|
||
227
ChargePoint
CHPT
$114M
| – | – |
-531
|
|