JWM
Jeppson Wealth Management Portfolio holdings
AUM
$289M
This Quarter Return
+5.38%
1 Year Return
+19.58%
3 Year Return
+67.29%
5 Year Return
+119.04%
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(+12%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
6%
Top 10 Holdings %
Top 10 Hldgs %
44.47%
Holding
145
New
9
Increased
36
Reduced
73
Closed
6
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$10.2M |
| 2 |
American Electric Power
AEP
|
$1.08M |
| 3 |
Dominion Energy
D
|
$850K |
| 4 |
Lockheed Martin
LMT
|
$599K |
| 5 |
Verizon
VZ
|
$422K |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.74M |
| 2 |
Viatris
VTRS
|
$519K |
| 3 |
Intel
INTC
|
$292K |
| 4 |
ProShares Short QQQ
PSQ
|
$280K |
| 5 |
AT&T
T
|
$262K |
Sector Composition
| 1 | Technology | 18.2% |
| 2 | Communication Services | 8.74% |
| 3 | Healthcare | 6.97% |
| 4 | Industrials | 6.73% |
| 5 | Financials | 5.99% |
