JWM
Jeppson Wealth Management Portfolio holdings
AUM
$289M
This Quarter Return
+2.03%
1 Year Return
+19.58%
3 Year Return
+67.29%
5 Year Return
+119.04%
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(+3.4%)
Cap. Flow
+$6.79M
Cap. Flow
% of AUM
3.17%
Top 10 Holdings %
Top 10 Hldgs %
40.52%
Holding
179
New
20
Increased
78
Reduced
57
Closed
8
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$7.33M |
| 2 |
Walt Disney
DIS
|
$1.74M |
| 3 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$1.55M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$750K |
| 5 |
Kimberly-Clark
KMB
|
$495K |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$7.09M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.15M |
| 3 |
Lockheed Martin
LMT
|
$627K |
| 4 |
Occidental Petroleum
OXY
|
$410K |
| 5 |
Pan American Silver
PAAS
|
$270K |
Sector Composition
| 1 | Technology | 18.49% |
| 2 | Communication Services | 8.36% |
| 3 | Healthcare | 7.67% |
| 4 | Industrials | 6% |
| 5 | Financials | 5.56% |
