JWM

JFG Wealth Management Portfolio holdings

AUM $511M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.85M
3
+$1.64M
4
AMZN icon
Amazon
AMZN
+$1.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.53M

Top Sells

1
+$2.57M
2
+$1.06M
3
+$496K
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$165K
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$100K

Sector Composition

1 Energy 23.05%
2 Consumer Staples 3.39%
3 Technology 3.22%
4 Healthcare 1.44%
5 Consumer Discretionary 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88K ﹤0.01%
+625
52
$1.5K ﹤0.01%
+84
1 2
3