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
126
$254K 0.14%
4,470
-100
127
$251K 0.14%
+1,634
128
$249K 0.14%
16,782
-50
129
$247K 0.13%
14,742
+147
130
$247K 0.13%
1,811
+4
131
$245K 0.13%
+2,371
132
$229K 0.12%
4,650
+150
133
$228K 0.12%
8,760
134
$222K 0.12%
51,045
-150
135
$219K 0.12%
1,139
136
$217K 0.12%
+2,610
137
$216K 0.12%
2,097
-258
138
$216K 0.12%
3,291
+26
139
$211K 0.12%
+4,191
140
$211K 0.12%
+905
141
$209K 0.11%
885
-5
142
$209K 0.11%
1,206
-17
143
$204K 0.11%
+6,375
144
$204K 0.11%
12,950
+750
145
$203K 0.11%
3,400
146
$162K 0.09%
15,548
+600
147
$157K 0.09%
+875
148
$131K 0.07%
+115
149
$105K 0.06%
2,605
+227
150
$95K 0.05%
22,600
3 4 5
6
7