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
$234M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$7.63M
3
+$7.48M
4
MAC icon
Macerich
MAC
+$7.22M
5
XRT icon
SPDR S&P Retail ETF
XRT
+$5.91M

Top Sells

1
+$6.81M
2
+$6.45M
3
+$5.94M
4
ADM icon
Archer Daniels Midland
ADM
+$5.81M
5
TSLA icon
Tesla
TSLA
+$5M

Sector Composition

1 Technology 32.01%
2 Consumer Discretionary 15.81%
3 Financials 9.2%
4 Industrials 5.27%
5 Materials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 1.36%
6,396
-223
27
$3.06M 1.31%
15,256
-32,204
28
$3.03M 1.3%
7,203
+268
29
$2.38M 1.02%
14,578
-313
30
$2.23M 0.96%
145,185
-36,248
31
$1.71M 0.73%
7,947
-22,936
32
$1.7M 0.73%
10,731
-45
33
$1.58M 0.68%
3,282
+360
34
$1.49M 0.64%
+38,218
35
$1.48M 0.63%
11,910
36
$1.41M 0.6%
5,051
+37
37
$1.04M 0.45%
2,479
+103
38
$898K 0.38%
1,717
-6
39
$840K 0.36%
+26,469
40
$702K 0.3%
7,040
-70
41
$659K 0.28%
3,194
-156
42
$619K 0.26%
1,064
-60
43
$602K 0.26%
2,387
-545
44
$383K 0.16%
+1,104
45
$371K 0.16%
+2,152
46
$371K 0.16%
1,315
+5
47
$340K 0.15%
2,392
+392
48
$334K 0.14%
1,375
-128
49
$303K 0.13%
+390
50
$300K 0.13%
21,791
+1,254
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