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
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