JWM

Jeppson Wealth Management Portfolio holdings

AUM $316M
1-Year Est. Return 23.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.65%
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
+$11.5M
2
+$9.95M
3
+$5.14M
4
AMZN icon
Amazon
AMZN
+$4.44M
5
MSFT icon
Microsoft
MSFT
+$2.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.71%
2 Communication Services 9.21%
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
376
$12K 0.01%
+242
377
$12K 0.01%
+60
378
$12K 0.01%
+340
379
$12K 0.01%
+150
380
$12K 0.01%
+110
381
$12K 0.01%
+300
382
$12K 0.01%
+300
383
$11K 0.01%
+1,110
384
$11K 0.01%
+50
385
$11K 0.01%
+200
386
$11K 0.01%
+50
387
$11K 0.01%
+74
388
$11K 0.01%
+74
389
$11K 0.01%
+135
390
$10K 0.01%
+51
391
$10K 0.01%
+200
392
$10K 0.01%
+300
393
$10K 0.01%
+200
394
$10K 0.01%
+190
395
$9K 0.01%
+1,841
396
$9K 0.01%
+1,283
397
$9K 0.01%
+69
398
$9K 0.01%
+1,500
399
$9K 0.01%
+200
400
$9K 0.01%
+600
14 15
16
17 18