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
451
$5K ﹤0.01%
+87
452
$4K ﹤0.01%
+7
453
$4K ﹤0.01%
+100
454
$4K ﹤0.01%
+135
455
$4K ﹤0.01%
+258
456
$4K ﹤0.01%
+74
457
$4K ﹤0.01%
+49
458
$4K ﹤0.01%
+450
459
$4K ﹤0.01%
+600
460
$4K ﹤0.01%
+100
461
$4K ﹤0.01%
+200
462
$4K ﹤0.01%
+75
463
$3K ﹤0.01%
+40
464
$3K ﹤0.01%
+50
465
$3K ﹤0.01%
+85
466
$3K ﹤0.01%
+50
467
$3K ﹤0.01%
+50
468
$3K ﹤0.01%
+50
469
$3K ﹤0.01%
+76
470
$3K ﹤0.01%
+300
471
$3K ﹤0.01%
+700
472
$3K ﹤0.01%
+100
473
$3K ﹤0.01%
+50
474
$3K ﹤0.01%
+225
475
$3K ﹤0.01%
+10
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