JWM

JGP Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 12.98%
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$9.77M
3 +$6.05M
4
AAPL icon
Apple
AAPL
+$5.31M
5
JPM icon
JPMorgan Chase
JPM
+$5.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.29%
2 Consumer Staples 12.96%
3 Industrials 12.36%
4 Healthcare 10.17%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$271K 0.11%
+3,511
102
$266K 0.11%
+6,002
103
$265K 0.11%
+7,279
104
$257K 0.11%
+3,144
105
$251K 0.1%
+920
106
$244K 0.1%
+1,490
107
$240K 0.1%
+781
108
$240K 0.1%
+4,135
109
$233K 0.1%
+3,830
110
$224K 0.09%
+5,360
111
$223K 0.09%
+2,684
112
$218K 0.09%
+804
113
$214K 0.09%
+5,260
114
$214K 0.09%
+2,884
115
$205K 0.09%
+2,539
116
$10K ﹤0.01%
+10,000
117
$6K ﹤0.01%
+11,100