JWM

JFG Wealth Management Portfolio holdings

AUM $478M
1-Year Est. Return 13.79%
This Quarter Est. Return
1 Year Est. Return
+13.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.89M
3
+$2.67M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.45M
5
AMZN icon
Amazon
AMZN
+$1.57M

Top Sells

1
+$3.85M
2
+$1.64M
3
+$1.29M
4
ZBRA icon
Zebra Technologies
ZBRA
+$1.08M
5
WMT icon
Walmart
WMT
+$946K

Sector Composition

1 Energy 28.05%
2 Financials 2.23%
3 Consumer Discretionary 2.22%
4 Healthcare 1.4%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
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