JWM

Jessup Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$5.08M
3
+$4.69M
4
PAAS icon
Pan American Silver
PAAS
+$4.59M
5
ALB icon
Albemarle
ALB
+$4.58M

Top Sells

1
+$6.46M
2
+$4.85M
3
+$4.81M
4
DHI icon
D.R. Horton
DHI
+$4.79M
5
GS icon
Goldman Sachs
GS
+$4.6M

Sector Composition

1 Technology 25.99%
2 Consumer Discretionary 18.53%
3 Healthcare 9.88%
4 Financials 9.58%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.07%
7,981
+32
27
$1.55M 0.92%
8,101
+61
28
$1.33M 0.79%
10,527
-51,080
29
$1.27M 0.75%
11,574
-1,137
30
$1.21M 0.72%
7,798
-349
31
$1M 0.59%
7,897
+71
32
$933K 0.55%
3,021
-64
33
$926K 0.55%
9,244
-709
34
$918K 0.54%
8,821
-1,548
35
$841K 0.5%
8,437
-2,167
36
$806K 0.48%
9,808
+1,891
37
$719K 0.43%
3,198
-43
38
$705K 0.42%
13,478
+1
39
$688K 0.41%
1,681
+1
40
$590K 0.35%
11,227
+3
41
$561K 0.33%
+68,998
42
$548K 0.32%
1,960
+99
43
$526K 0.31%
+28,306
44
$499K 0.3%
+32,021
45
$487K 0.29%
+2,932
46
$484K 0.29%
4,350
-35,295
47
$477K 0.28%
3,090
-677
48
$467K 0.28%
22,418
49
$422K 0.25%
+3,073
50
$420K 0.25%
+11,804
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