JWM

Jeppson Wealth Management Portfolio holdings

AUM $316M
1-Year Est. Return 23.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.65%
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 +$1.55M
2 +$760K
3 +$418K
4
QCOM icon
Qualcomm
QCOM
+$414K
5
PAAS icon
Pan American Silver
PAAS
+$366K

Top Sells

1 +$707K
2 +$212K
3 +$176K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$154K
5
AAPL icon
Apple
AAPL
+$132K

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