JWM

Jeppson Wealth Management Portfolio holdings

AUM $314M
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10M
3
+$5.16M
4
AMZN icon
Amazon
AMZN
+$4.43M
5
MSFT icon
Microsoft
MSFT
+$2.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.71%
2 Communication Services 9.19%
3 Healthcare 8.64%
4 Industrials 8.16%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$37K 0.03%
+1,500
252
$37K 0.03%
+103
253
$36K 0.03%
+3,970
254
$36K 0.03%
+1,144
255
$36K 0.03%
+493
256
$36K 0.03%
+1,297
257
$35K 0.03%
+525
258
$35K 0.03%
+302
259
$34K 0.03%
+552
260
$34K 0.03%
+1,472
261
$34K 0.03%
+2,125
262
$34K 0.03%
+1,800
263
$34K 0.03%
+700
264
$34K 0.03%
+372
265
$34K 0.03%
+500
266
$33K 0.03%
+1,500
267
$33K 0.03%
+300
268
$33K 0.03%
+467
269
$33K 0.03%
+650
270
$33K 0.03%
+3,500
271
$33K 0.03%
+440
272
$33K 0.03%
+1,560
273
$32K 0.03%
+200
274
$32K 0.03%
+1,080
275
$32K 0.03%
+450
9 10
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