JWM
Jessup Wealth Management Portfolio holdings
AUM
$269M
1-Year Est. Return
26.41%
1 Year Est. Return
+26.41%
AUM
$249M
AUM Growth
+$11.3M
(+4.7%)
Holding
81
Top Buys
| 1 | +$5.02M | |
| 2 | +$4.71M | |
| 3 | +$664K | |
| 4 |
Tesla
TSLA
|
+$488K |
| 5 |
Caterpillar
CAT
|
+$269K |
Top Sells
| 1 | +$6.85M | |
| 2 | +$6.5M | |
| 3 | +$2M | |
| 4 |
NVIDIA
NVDA
|
+$699K |
| 5 |
Apple
AAPL
|
+$653K |
Sector Composition
| 1 | Technology | 28.93% |
| 2 | Consumer Discretionary | 21.12% |
| 3 | Financials | 14.59% |
| 4 | Communication Services | 6.16% |
| 5 | Consumer Staples | 3.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ford
F
$52.6B
| $112K | 0.05% |
10,340
+99
|
|
||
77
Mastercard
MA
$490B
| – | – |
-375
|
|
||
78
Nu Holdings
NU
$76.4B
| – | – |
-10,289
|
|
||
79
Unity
U
$15.7B
| – | – |
-23,667
|
|
||
80
Vulcan Materials
VMC
$37.1B
| – | – |
-29,359
|
|
||
|
XYZ
81
Block Inc
XYZ
$36.8B
| – | – |
-119,698
|
|