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
$187M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.55M
3
+$6.25M
4
AMZN icon
Amazon
AMZN
+$6.24M
5
AA icon
Alcoa
AA
+$6.2M

Top Sells

1
+$9.91M
2
+$8.36M
3
+$7.75M
4
NVDA icon
NVIDIA
NVDA
+$6.37M
5
AAPL icon
Apple
AAPL
+$5.34M

Sector Composition

1 Technology 30.71%
2 Consumer Discretionary 17.26%
3 Materials 11.33%
4 Consumer Staples 9.92%
5 Communication Services 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,897
77
– –
-32,021
78
– –
-8,821
79
– –
-3,431
80
– –
-15,320
81
– –
-2,072
1 2 3
4