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
51
$177K 0.09%
+12,851
52
$107K 0.05%
18,844
53
– –
-38,022
54
– –
-2,227
55
– –
-7,395
56
– –
-35,314
57
– –
-52,242
58
– –
-1,174
59
– –
-123,661
60
– –
-12,254
61
– –
-12,673
62
– –
-76,172
63
– –
-518,372
64
– –
-221,865
65
– –
-7,085
1 2
3