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
$200M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.43M
3
+$5.81M
4
CRWD icon
CrowdStrike
CRWD
+$5.44M
5
SBLK icon
Star Bulk Carriers
SBLK
+$5.04M

Top Sells

1
+$6.77M
2
+$5.93M
3
+$5.6M
4
ROKU icon
Roku
ROKU
+$5.38M
5
ABNB icon
Airbnb
ABNB
+$5.22M

Sector Composition

1 Technology 33.16%
2 Consumer Discretionary 14.34%
3 Financials 11.19%
4 Consumer Staples 7%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.07%
181,433
27
$1.69M 0.84%
10,776
+491
28
$1.31M 0.65%
5,014
-1,051
29
$1.28M 0.64%
2,922
+2,303
30
$1.23M 0.62%
11,910
31
$847K 0.42%
2,376
-579
32
$819K 0.41%
1,723
+8
33
$697K 0.35%
13,800
+116
34
$661K 0.33%
2,932
35
$655K 0.33%
+44,055
36
$647K 0.32%
+5,963
37
$597K 0.3%
1,124
-879
38
$589K 0.29%
7,110
-509
39
$543K 0.27%
3,350
+7
40
$389K 0.19%
1,310
-608
41
$362K 0.18%
20,537
42
$309K 0.15%
1,503
+208
43
$295K 0.15%
2,000
44
$251K 0.13%
3,061
-2,732
45
$247K 0.12%
2,491
-381
46
$247K 0.12%
2,228
-2,476
47
$243K 0.12%
+1,682
48
$215K 0.11%
14,954
+228
49
$203K 0.1%
+5,121
50
$201K 0.1%
+1,425
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