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
476
$3K ﹤0.01%
+85
477
$3K ﹤0.01%
+50
478
$3K ﹤0.01%
+40
479
$2K ﹤0.01%
+20
480
$2K ﹤0.01%
+40
481
$2K ﹤0.01%
+112
482
$2K ﹤0.01%
+40
483
$2K ﹤0.01%
+10
484
$2K ﹤0.01%
+20
485
$2K ﹤0.01%
+370
486
$2K ﹤0.01%
+150
487
$1K ﹤0.01%
+400
488
$1K ﹤0.01%
+18
489
$1K ﹤0.01%
+10
490
$1K ﹤0.01%
+35
491
$1K ﹤0.01%
+10
492
$1K ﹤0.01%
+5
493
$1K ﹤0.01%
+30
494
$1K ﹤0.01%
+100
495
$1K ﹤0.01%
+80
496
$1K ﹤0.01%
+20
497
$1K ﹤0.01%
+100
498
$1K ﹤0.01%
+70
499
$1K ﹤0.01%
+4
500
$1K ﹤0.01%
+99
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