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
$233M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$6.78M
3 +$3.34M
4
LMT icon
Lockheed Martin
LMT
+$2.56M
5
CVX icon
Chevron
CVX
+$2.26M

Top Sells

1 +$4.96M
2 +$4.09M
3 +$2.98M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$1.17M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$439K

Sector Composition

1 Technology 15.18%
2 Healthcare 8.79%
3 Communication Services 8.56%
4 Energy 8.31%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,776
202
-6,390
203
-1,810
204
-5,567