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
51
$992K 0.54%
11,831
52
$955K 0.52%
11,135
53
$892K 0.49%
9,184
-530
54
$847K 0.46%
5,478
-282
55
$845K 0.46%
18,700
+10,134
56
$838K 0.46%
5,322
-16
57
$828K 0.45%
9,968
58
$812K 0.44%
2,293
+2
59
$793K 0.43%
11,528
-255
60
$779K 0.42%
6,728
+1,969
61
$768K 0.42%
12,432
62
$749K 0.41%
5,058
-190
63
$749K 0.41%
+4,165
64
$743K 0.41%
1,269
65
$724K 0.39%
15,782
-215
66
$717K 0.39%
1,792
-10
67
$694K 0.38%
19,137
-75
68
$656K 0.36%
36,020
-135
69
$637K 0.35%
9,815
-29
70
$636K 0.35%
4,540
-115
71
$628K 0.34%
4,486
72
$619K 0.34%
2,977
-10
73
$567K 0.31%
4,354
74
$565K 0.31%
32,550
+96
75
$552K 0.3%
8,710
-50
1 2
3
4 5