JWM
Jeppson Wealth Management Portfolio holdings
AUM
$289M
1-Year Return
19.58%
This Quarter Return
+8.9%
1 Year Return
+19.58%
3 Year Return
+67.29%
5 Year Return
+119.04%
10 Year Return
–
AUM
$258M
AUM Growth
+$16.2M
(+6.7%)
Cap. Flow
+$387K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
34.93%
Holding
216
New
13
Increased
52
Reduced
116
Closed
8
Top Buys
| 1 |
Walt Disney
DIS
|
$844K |
| 2 |
Boston Properties
BXP
|
$376K |
| 3 |
BHP
BHP
|
$358K |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
$306K |
| 5 |
Dominion Energy
D
|
$281K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$489K |
| 2 |
Newmont
NEM
|
$361K |
| 3 |
JD.com
JD
|
$357K |
| 4 |
Chemours
CC
|
$276K |
| 5 |
NVIDIA
NVDA
|
$251K |
Sector Composition
| 1 | Technology | 20.71% |
| 2 | Healthcare | 8.57% |
| 3 | Communication Services | 8.35% |
| 4 | Industrials | 7.81% |
| 5 | Energy | 7.12% |
