JWM

Jeppson Wealth Management Portfolio holdings

AUM $319M
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
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
426
$7K 0.01%
+400
427
$7K 0.01%
+327
428
$7K 0.01%
+90
429
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431
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434
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446
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+450
447
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448
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+95
449
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+50
450
$5K ﹤0.01%
+350
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