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
$238M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.8M
3
+$6.84M
4
LNC icon
Lincoln National
LNC
+$5.46M
5
XYZ
Block Inc
XYZ
+$4.72M

Top Sells

1
+$8.72M
2
+$7.84M
3
+$6.8M
4
TMUS icon
T-Mobile US
TMUS
+$5.18M
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.26M

Sector Composition

1 Technology 29.67%
2 Consumer Discretionary 20.06%
3 Financials 14.62%
4 Communication Services 6.22%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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83
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85
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-5,251
86
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