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
51
$492K 0.2%
12,448
-189
52
$489K 0.2%
2,392
53
$439K 0.18%
4,132
54
$433K 0.17%
3,924
-622
55
$402K 0.16%
3,994
-25
56
$374K 0.15%
1,226
-41
57
$362K 0.15%
12,324
58
$345K 0.14%
2,534
-15
59
$331K 0.13%
9,243
60
$311K 0.12%
1,066
+5
61
$303K 0.12%
973
62
$276K 0.11%
682
-30
63
$276K 0.11%
6,302
+769
64
$273K 0.11%
2,528
-8
65
$269K 0.11%
+694
66
$257K 0.1%
+4,624
67
$248K 0.1%
6,189
68
$246K 0.1%
3,072
-34
69
$243K 0.1%
+881
70
$237K 0.1%
3,347
+12
71
$236K 0.09%
2,661
72
$224K 0.09%
+480
73
$220K 0.09%
+1,777
74
$212K 0.09%
1,795
+2
75
$211K 0.08%
+6,418
1 2
3
4