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
$302M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$7.3M
3
+$5.86M
4
MRK icon
Merck
MRK
+$5.81M
5
AMZN icon
Amazon
AMZN
+$1.83M

Top Sells

1
+$8.68M
2
+$7.87M
3
+$6.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.65M
5
MU icon
Micron Technology
MU
+$800K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 20.04%
3 Financials 13.05%
4 Communication Services 6.75%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEM icon
176
Agnico Eagle Mines
AEM
$109B
$35.1K 0.01%
+207
LQD icon
177
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
$33.1K 0.01%
+300
VGT icon
178
Vanguard Information Technology ETF
VGT
$109B
$31K 0.01%
+41
TJX icon
179
TJX Companies
TJX
$178B
$30.7K 0.01%
+200
EEM icon
180
iShares MSCI Emerging Markets ETF
EEM
$27B
$30.5K 0.01%
+558
YUM icon
181
Yum! Brands
YUM
$43.4B
$30.3K 0.01%
+200
JD icon
182
JD.com
JD
$35.9B
$30.1K 0.01%
+1,050
VPLS icon
183
Vanguard Core Plus Bond ETF
VPLS
$1.19B
$30.1K 0.01%
+386
ASML icon
184
ASML
ASML
$520B
$30.1K 0.01%
+28
VCSH icon
185
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$29.9K 0.01%
+375
NXPI icon
186
NXP Semiconductors
NXPI
$52.9B
$29.2K 0.01%
+135
CSCO icon
187
Cisco
CSCO
$313B
$28.7K 0.01%
+372
XLC icon
188
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
$27.8K 0.01%
+236
DBC icon
189
Invesco DB Commodity Index Tracking Fund
DBC
$1.52B
$27.6K 0.01%
+1,234
NFLX icon
190
Netflix
NFLX
$415B
$27.5K 0.01%
+293
EBAY icon
191
eBay
EBAY
$40.8B
$27K 0.01%
+310
KHC icon
192
Kraft Heinz
KHC
$28.7B
$26.9K 0.01%
+1,108
VFH icon
193
Vanguard Financials ETF
VFH
$12.8B
$26.8K 0.01%
+201
VPU icon
194
Vanguard Utilities ETF
VPU
$8.67B
$26.6K 0.01%
+144
EXG icon
195
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.86B
$26.6K 0.01%
+2,794
CL icon
196
Colgate-Palmolive
CL
$74.6B
$26.4K 0.01%
+335
FSK icon
197
FS KKR Capital
FSK
$3.08B
$26.1K 0.01%
+1,762
TGT icon
198
Target
TGT
$53.7B
$24.9K 0.01%
+255
MRVL icon
199
Marvell Technology
MRVL
$66.7B
$24.9K 0.01%
+293
PRU icon
200
Prudential Financial
PRU
$34.6B
$24.5K 0.01%
+217
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