JWM

Jessup Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
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
+$7.48M
2
+$7.13M
3
+$7.12M
4
TREX icon
Trex
TREX
+$6.33M
5
AMAT icon
Applied Materials
AMAT
+$6.33M

Top Sells

1
+$9.8M
2
+$8.36M
3
+$8.11M
4
MSCI icon
MSCI
MSCI
+$7.75M
5
AAPL icon
Apple
AAPL
+$5.95M

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