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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13M
3
+$9.32M
4
UNH icon
UnitedHealth
UNH
+$9.01M
5
ULTA icon
Ulta Beauty
ULTA
+$7.07M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 27.76%
2 Financials 16.79%
3 Technology 16.73%
4 Healthcare 11.71%
5 Communication Services 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.18%
+1,159
52
$270K 0.17%
+2,452
53
$269K 0.17%
+2,767
54
$256K 0.16%
+3,411
55
$252K 0.16%
+10,510
56
$233K 0.15%
+3,663
57
$227K 0.14%
+2,067
58
$205K 0.13%
+4,150
59
$204K 0.13%
+581
1 2
3