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
$192M
AUM Growth
+$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$575K
3
+$527K
4
T icon
AT&T
T
+$451K
5
VZ icon
Verizon
VZ
+$353K

Top Sells

1
+$216K
2
+$204K
3
+$157K
4
PAAS icon
Pan American Silver
PAAS
+$56.2K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$45.3K

Sector Composition

1 Technology 18.14%
2 Communication Services 8.81%
3 Healthcare 6.88%
4 Financials 6.09%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.53%
8,821
-363
52
$1.02M 0.53%
3,100
-25
53
$980K 0.51%
12,276
-156
54
$916K 0.48%
5,657
+179
55
$831K 0.43%
12,438
+607
56
$827K 0.43%
11,810
+675
57
$821K 0.43%
2,295
+2
58
$820K 0.43%
9,963
-5
59
$808K 0.42%
11,581
+53
60
$794K 0.41%
6,728
61
$760K 0.4%
5,058
62
$755K 0.39%
19,125
+425
63
$748K 0.39%
1,300
+31
64
$746K 0.39%
4,510
+345
65
$731K 0.38%
15,313
+5,498
66
$710K 0.37%
15,713
-69
67
$700K 0.36%
1,792
68
$662K 0.35%
4,436
-50
69
$613K 0.32%
14,679
+7,380
70
$612K 0.32%
4,613
+73
71
$600K 0.31%
35,870
-150
72
$586K 0.31%
7,475
73
$581K 0.3%
5,524
+202
74
$575K 0.3%
+17,701
75
$565K 0.29%
32,646
+96
1 2
3
4 5