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
$169M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M
2 +$5.1M
3 +$5.01M
4
ABT icon
Abbott
ABT
+$4.73M
5
MNST icon
Monster Beverage
MNST
+$4.45M

Top Sells

1 +$6.17M
2 +$4.91M
3 +$4.85M
4
DHI icon
D.R. Horton
DHI
+$4.79M
5
GS icon
Goldman Sachs
GS
+$4.6M

Sector Composition

1 Technology 25.99%
2 Consumer Discretionary 18.53%
3 Healthcare 9.88%
4 Financials 9.58%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-53,563
77
-22,192