JWM

Jessup Wealth Management Portfolio holdings

AUM $302M
1-Year Est. Return 27.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.13M
3
+$662K
4
TSLA icon
Tesla
TSLA
+$462K
5
INDA icon
iShares MSCI India ETF
INDA
+$247K

Top Sells

1
+$6.85M
2
+$6.5M
3
+$2.05M
4
AAPL icon
Apple
AAPL
+$643K
5
NVDA icon
NVIDIA
NVDA
+$557K

Sector Composition

1 Technology 28.93%
2 Consumer Discretionary 21.12%
3 Financials 14.59%
4 Communication Services 6.16%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.89%
4,346
-13
27
$2.2M 0.88%
7,969
+36
28
$2.01M 0.81%
6,449
+99
29
$1.71M 0.69%
11,507
30
$1.68M 0.68%
38,202
-845
31
$1.63M 0.66%
4,602
-26
32
$1.47M 0.59%
2,077
+28
33
$1.41M 0.57%
10,878
+541
34
$1.2M 0.48%
2,474
-299
35
$1.15M 0.46%
7,528
-188
36
$1.05M 0.42%
14,088
+2,621
37
$1.02M 0.41%
1,649
-54
38
$1.02M 0.41%
1,787
-27
39
$915K 0.37%
1,174
+852
40
$865K 0.35%
7,675
41
$813K 0.33%
7,081
+11
42
$804K 0.32%
2,341
+32
43
$782K 0.31%
18,515
-2,112
44
$711K 0.29%
82,038
-4,000
45
$678K 0.27%
3,237
-194
46
$597K 0.24%
19,929
-2,030
47
$574K 0.23%
2,100
-22
48
$548K 0.22%
3,014
-506
49
$522K 0.21%
2,852
-177
50
$510K 0.2%
5,348
1
2
3 4