JWM

Jessup Wealth Management Portfolio holdings

AUM $274M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
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
NEE icon
201
NextEra Energy
NEE
$176B
$24.4K 0.01%
+305
VWOB icon
202
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.03B
$24.4K 0.01%
+362
J icon
203
Jacobs Solutions
J
$14.7B
$24.2K 0.01%
+183
SYK icon
204
Stryker
SYK
$115B
$23.3K 0.01%
+66
JOBY icon
205
Joby Aviation
JOBY
$11.4B
$22.4K 0.01%
+1,700
VCR icon
206
Vanguard Consumer Discretionary ETF
VCR
$6.1B
$22.2K 0.01%
+56
VTI icon
207
Vanguard Total Stock Market ETF
VTI
$657B
$22K 0.01%
+66
PFG icon
208
Principal Financial Group
PFG
$22.3B
$21.7K 0.01%
+246
LOW icon
209
Lowe's Companies
LOW
$117B
$20.7K 0.01%
+86
AL
210
DELISTED
Air Lease Corp
AL
$20.6K 0.01%
+321
SPYM
211
State Street SPDR Portfolio S&P 500 ETF
SPYM
$147B
$20.5K 0.01%
+256
RL icon
212
Ralph Lauren
RL
$21.4B
$20.2K 0.01%
+57
PM icon
213
Philip Morris
PM
$277B
$20.1K 0.01%
+125
PLTM icon
214
GraniteShares Platinum Shares
PLTM
$210M
$19.8K 0.01%
+1,004
CLX icon
215
Clorox
CLX
$10.7B
$19.8K 0.01%
+196
COP icon
216
ConocoPhillips
COP
$145B
$19.5K 0.01%
+208
FNV icon
217
Franco-Nevada
FNV
$45.5B
$19.4K 0.01%
+93
CPB icon
218
Campbell Soup
CPB
$6.38B
$19.2K 0.01%
+689
DEO icon
219
Diageo
DEO
$44B
$19K 0.01%
+220
RJF icon
220
Raymond James Financial
RJF
$29.2B
$18.8K 0.01%
+117
BTI icon
221
British American Tobacco
BTI
$125B
$17.4K 0.01%
+308
XYZ
222
Block Inc
XYZ
$42.5B
$17K 0.01%
+261
VCIT icon
223
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.7B
$17K 0.01%
+203
RIOT icon
224
Riot Platforms
RIOT
$10.4B
$16.5K 0.01%
+1,300
RGLD icon
225
Royal Gold
RGLD
$18.7B
$16.3K 0.01%
+74