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
$276M
AUM Growth
-$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$381K
2 +$302K
3 +$241K
4
CRWD icon
CrowdStrike
CRWD
+$214K
5
AMGN icon
Amgen
AMGN
+$212K

Top Sells

1 +$255K
2 +$235K
3 +$234K
4
BDX icon
Becton Dickinson
BDX
+$233K
5
NKE icon
Nike
NKE
+$220K

Sector Composition

1 Technology 24.75%
2 Communication Services 8.38%
3 Industrials 7.55%
4 Healthcare 7.14%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,890
202
-1,040
203
-1,513
204
-2,491
205
-4,043
206
-5,989
207
-968
208
-1,610