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
$183M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$749K
3
+$458K
4
QCOM icon
Qualcomm
QCOM
+$438K
5
CPB icon
Campbell Soup
CPB
+$332K

Top Sells

1
+$713K
2
+$212K
3
+$185K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$161K
5
AAPL icon
Apple
AAPL
+$139K

Sector Composition

1 Technology 18.48%
2 Communication Services 8.73%
3 Healthcare 7.24%
4 Industrials 6.38%
5 Financials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.79%
35,654
-334
27
$1.39M 0.76%
29,664
-15
28
$1.32M 0.72%
15,501
+85
29
$1.31M 0.71%
9,176
+3,065
30
$1.31M 0.71%
21,510
-70
31
$1.31M 0.71%
20,699
+170
32
$1.24M 0.68%
11,849
+60
33
$1.24M 0.67%
16,800
+78
34
$1.23M 0.67%
24,618
-1,241
35
$1.23M 0.67%
27,942
-83
36
$1.23M 0.67%
5,522
+16
37
$1.23M 0.67%
26,364
-1,739
38
$1.22M 0.67%
20,090
39
$1.21M 0.66%
5,045
40
$1.2M 0.65%
17,980
41
$1.18M 0.65%
4,127
-27
42
$1.15M 0.62%
14,724
-1,000
43
$1.13M 0.62%
7,750
+830
44
$1.11M 0.61%
16,814
45
$1.09M 0.6%
24,161
+345
46
$1.08M 0.59%
8,320
-80
47
$1.07M 0.58%
10,803
-100
48
$1.06M 0.58%
8,660
-1,320
49
$1.01M 0.55%
7,518
+200
50
$996K 0.54%
3,125
-250
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2
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