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
126
$455K 0.17%
7,550
127
$448K 0.16%
9,451
-18
128
$426K 0.15%
2,177
129
$424K 0.15%
5,006
+1
130
$417K 0.15%
5,926
+28
131
$414K 0.15%
17,680
+1
132
$412K 0.15%
7,707
-170
133
$405K 0.15%
12,911
-150
134
$391K 0.14%
20,622
+300
135
$389K 0.14%
15,056
-90
136
$384K 0.14%
6,690
137
$373K 0.14%
23,819
-75
138
$367K 0.13%
401
-4
139
$359K 0.13%
1,281
-38
140
$358K 0.13%
1,440
-4
141
$349K 0.13%
2,768
-40
142
$348K 0.13%
4,676
-46
143
$347K 0.13%
4,347
-15
144
$335K 0.12%
7,598
+45
145
$319K 0.12%
15,887
-1,252
146
$314K 0.11%
1,710
147
$313K 0.11%
3,447
-80
148
$313K 0.11%
5,240
-14
149
$307K 0.11%
4,146
-134
150
$307K 0.11%
5,970
-15
4 5
6
7 8