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
276
$32K 0.03%
+450
277
$32K 0.03%
+1,080
278
$32K 0.03%
+200
279
$32K 0.03%
+114
280
$31K 0.02%
+3,000
281
$31K 0.02%
+1,200
282
$31K 0.02%
+874
283
$31K 0.02%
+750
284
$31K 0.02%
+813
285
$31K 0.02%
+1,250
286
$31K 0.02%
+815
287
$30K 0.02%
+1,100
288
$30K 0.02%
+322
289
$30K 0.02%
+500
290
$30K 0.02%
+175
291
$30K 0.02%
+560
292
$29K 0.02%
+478
293
$29K 0.02%
+280
294
$29K 0.02%
+650
295
$29K 0.02%
+705
296
$29K 0.02%
+2,850
297
$29K 0.02%
+130
298
$28K 0.02%
+195
299
$28K 0.02%
+2,650
300
$28K 0.02%
+6,800
10 11
12
13 14