JWM

Jeppson Wealth Management Portfolio holdings

AUM $319M
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$6.41M
3
+$3.56M
4
LMT icon
Lockheed Martin
LMT
+$727K
5
T icon
AT&T
T
+$592K

Top Sells

1
+$812K
2
+$332K
3
+$187K
4
SBAC icon
SBA Communications
SBAC
+$183K
5
BCE icon
BCE
BCE
+$182K

Sector Composition

1 Technology 20.21%
2 Communication Services 8.78%
3 Healthcare 7.72%
4 Industrials 6.54%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
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