JWM

Jeppson Wealth Management Portfolio holdings

AUM $316M
1-Year Est. Return 23.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.65%
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
501
$1K ﹤0.01%
+120
502
$1K ﹤0.01%
+17
503
$1K ﹤0.01%
+13
504
$1K ﹤0.01%
+36
505
$1K ﹤0.01%
+26
506
$1K ﹤0.01%
+100
507
$1K ﹤0.01%
+30
508
$1K ﹤0.01%
+100
509
$0 ﹤0.01%
+4
510
$0 ﹤0.01%
+6
511
$0 ﹤0.01%
+300