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
51
$273K 0.12%
5,284
+163
52
$259K 0.11%
+2,345
53
$245K 0.1%
2,499
+8
54
$239K 0.1%
2,197
-31
55
$222K 0.1%
+18,620
56
$221K 0.09%
+1,809
57
$213K 0.09%
+407
58
$209K 0.09%
+433
59
$112K 0.05%
18,844
60
– –
-80,419
61
– –
-13,800
62
– –
-1,425
63
– –
-14,954
64
– –
-5,963
65
– –
-3,061
66
– –
-68,374
67
– –
-20,116
68
– –
-44,055
1 2
3