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
101
$609K 0.22%
2,401
-5
102
$603K 0.22%
3,213
+2
103
$603K 0.22%
1,661
+1
104
$602K 0.22%
10,427
-993
105
$600K 0.22%
2,490
106
$591K 0.21%
6,078
-275
107
$585K 0.21%
13,911
108
$584K 0.21%
1,847
-5
109
$581K 0.21%
2,877
-25
110
$577K 0.21%
7,127
-20
111
$568K 0.21%
3,040
-60
112
$567K 0.21%
24,996
+84
113
$556K 0.2%
8,931
-50
114
$551K 0.2%
19,866
+7,531
115
$545K 0.2%
4,225
-3
116
$545K 0.2%
2,943
-81
117
$543K 0.2%
12,961
+24
118
$543K 0.2%
3,869
-25
119
$542K 0.2%
7,567
+1
120
$501K 0.18%
3,083
-200
121
$492K 0.18%
1,696
-14
122
$473K 0.17%
27,320
-99
123
$469K 0.17%
2,078
+101
124
$467K 0.17%
4,387
+21
125
$466K 0.17%
7,574
-200
3 4
5
6 7