JWM
Jessup Wealth Management Portfolio holdings
AUM
$269M
1-Year Est. Return
26.41%
1 Year Est. Return
+26.41%
AUM
$269M
AUM Growth
+$19.3M
(+7.8%)
Holding
83
Top Buys
| 1 | +$1.44M | |
| 2 | +$1.34M | |
| 3 | +$1.11M | |
| 4 |
Alibaba
BABA
|
+$523K |
| 5 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$464K |
Top Sells
| 1 | +$4.48M | |
| 2 | +$4.21M | |
| 3 | +$2.56M | |
| 4 |
UnitedHealth
UNH
|
+$1.75M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.3M |
Sector Composition
| 1 | Technology | 30.01% |
| 2 | Consumer Discretionary | 21.9% |
| 3 | Financials | 13.81% |
| 4 | Communication Services | 6.99% |
| 5 | Consumer Staples | 3.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Duke Energy
DUK
$91.9B
| $214K | 0.08% |
1,732
-63
|
|
||
77
Vanguard FTSE All-World ex-US ETF
VEU
$52.6B
| $212K | 0.08% |
+2,974
|
|
||
78
KraneShares CSI China Internet ETF
KWEB
$8.92B
| $208K | 0.08% |
+4,952
|
|
||
79
Walt Disney
DIS
$188B
| $204K | 0.08% |
1,779
+2
|
|
||
80
Ford
F
$52.3B
| $125K | 0.05% |
10,429
+89
|
|
||
81
Atlassian
TEAM
$41B
| – | – |
-20,748
|
|
||
82
Advanced Drainage Systems
WMS
$11.6B
| – | – |
-7,081
|
|
||
83
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.57B
| – | – |
-108,226
|
|