JWM
Jessup Wealth Management Portfolio holdings
AUM
$249M
This Quarter Return
+12.31%
1 Year Return
+15.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$249M
AUM Growth
+$249M
(+4.7%)
Cap. Flow
-$9.36M
Cap. Flow
% of AUM
-3.76%
Top 10 Holdings %
Top 10 Hldgs %
57.01%
Holding
81
New
8
Increased
16
Reduced
42
Closed
5
Top Buys
| 1 |
American Airlines Group
AAL
|
$5.02M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$4.71M |
| 3 |
Eli Lilly
LLY
|
$664K |
| 4 |
Tesla
TSLA
|
$488K |
| 5 |
Caterpillar
CAT
|
$269K |
Top Sells
| 1 |
Vulcan Materials
VMC
|
$6.85M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$6.5M |
| 3 |
Atlassian
TEAM
|
$2M |
| 4 |
NVIDIA
NVDA
|
$699K |
| 5 |
Apple
AAPL
|
$653K |
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% |
