JWM
JFG Wealth Management Portfolio holdings
AUM
$511M
1-Year Est. Return
14.9%
1 Year Est. Return
+14.9%
AUM
$478M
AUM Growth
+$38M
(+8.6%)
Holding
82
Top Buys
| 1 | +$10.5M | |
| 2 | +$2.92M | |
| 3 | +$2.72M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$2.72M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$1.04M |
Top Sells
| 1 | +$2.91M | |
| 2 | +$2.24M | |
| 3 | +$1.67M | |
| 4 |
Intuitive Surgical
ISRG
|
+$1.13M |
| 5 |
Palo Alto Networks
PANW
|
+$1.13M |
Sector Composition
| 1 | Technology | 2.04% |
| 2 | Financials | 0.62% |
| 3 | Consumer Discretionary | 0.35% |
| 4 | Energy | 0.19% |
| 5 | Consumer Staples | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Gartner
IT
$16.7B
| – | – |
-642
|
|
||
77
Linde
LIN
$198B
| – | – |
-1,549
|
|
||
78
Microchip Technology
MCHP
$28.9B
| – | – |
-7,134
|
|
||
|
79
Palo Alto Networks
PANW
$140B
| – | – |
-6,638
|
|
||
80
Permian Resources
PR
$10.2B
| – | – |
-70,677
|
|
||
81
Texas Instruments
TXN
$145B
| – | – |
-1,228
|
|
||
82
Veeva Systems
VEEV
$48.1B
| – | – |
-2,366
|
|