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
151
-926