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
$276M
AUM Growth
-$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$302K
3
+$241K
4
CRWD icon
CrowdStrike
CRWD
+$214K
5
AMGN icon
Amgen
AMGN
+$212K

Top Sells

1
+$255K
2
+$235K
3
+$234K
4
BDX icon
Becton Dickinson
BDX
+$233K
5
NKE icon
Nike
NKE
+$220K

Sector Composition

1 Technology 24.75%
2 Communication Services 8.38%
3 Industrials 7.55%
4 Healthcare 7.14%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.53%
3,596
-157
52
$1.43M 0.52%
17,382
+90
53
$1.42M 0.52%
10,750
-390
54
$1.34M 0.49%
26,619
-720
55
$1.33M 0.48%
4,600
-146
56
$1.29M 0.47%
5,362
-2
57
$1.23M 0.45%
2,401
+69
58
$1.21M 0.44%
21,265
-470
59
$1.2M 0.44%
22,056
-29
60
$1.2M 0.44%
9,523
-50
61
$1.2M 0.43%
3,082
62
$1.18M 0.43%
20,093
+6,473
63
$1.17M 0.42%
10,279
-50
64
$1.14M 0.41%
6,603
-235
65
$1.12M 0.41%
7,395
+282
66
$1.12M 0.41%
2,387
-50
67
$1.11M 0.4%
17,442
-460
68
$1.05M 0.38%
8,015
-175
69
$1.01M 0.37%
10,185
-80
70
$1.01M 0.37%
5,667
-190
71
$999K 0.36%
24,888
-6,357
72
$989K 0.36%
16,389
+110
73
$960K 0.35%
75,495
-1,120
74
$959K 0.35%
3,308
+101
75
$959K 0.35%
23,473
-90
1 2
3
4 5