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
$235M
AUM Growth
+$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$7.72M
3
+$6.91M
4
TMUS icon
T-Mobile US
TMUS
+$6.03M
5
ZS icon
Zscaler
ZS
+$5.94M

Top Sells

1
+$7.63M
2
+$7.48M
3
+$7.34M
4
MAC icon
Macerich
MAC
+$7.22M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$7.05M

Sector Composition

1 Technology 38.28%
2 Consumer Discretionary 13.72%
3 Financials 7.96%
4 Materials 7.94%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.32%
15,321
+65
27
$2.44M 1.04%
143,756
-1,429
28
$2.07M 0.88%
14,161
+3,430
29
$1.91M 0.81%
12,084
-4,844
30
$1.6M 0.68%
3,196
-86
31
$1.57M 0.67%
7,993
+46
32
$1.51M 0.64%
37,535
-683
33
$1.41M 0.6%
11,910
34
$1.31M 0.56%
4,973
-78
35
$1.12M 0.48%
2,757
+278
36
$934K 0.4%
1,717
37
$765K 0.33%
2,565
-20,863
38
$742K 0.32%
3,144
-50
39
$569K 0.24%
2,354
-33
40
$524K 0.22%
+7,278
41
$484K 0.21%
6,527
-513
42
$425K 0.18%
769
-295
43
$405K 0.17%
2,392
44
$367K 0.16%
+3,645
45
$365K 0.16%
11,926
-14,543
46
$353K 0.15%
390
47
$345K 0.15%
2,154
+2
48
$319K 0.14%
1,253
-62
49
$307K 0.13%
22,152
+361
50
$303K 0.13%
5,284
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2
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