JWM
JGP Wealth Management Portfolio holdings
AUM
$961M
1-Year Est. Return
19.71%
This Fund
S&P 500
1 Year Est. Return
+19.71%
AUM
$959M
AUM Growth
+$57.1M
(+6.3%)
Holding
244
Top Buys
| 1 | +$12.2M | |
| 2 | +$10.8M | |
| 3 | +$3.23M | |
| 4 |
Apple
AAPL
|
+$3.2M |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$3.18M |
Top Sells
| 1 | +$3.95M | |
| 2 | +$3.32M | |
| 3 | +$2.54M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.81M |
| 5 |
Electronic Arts
EA
|
+$1.35M |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Industrials | 8.69% |
| 3 | Financials | 8.02% |
| 4 | Consumer Discretionary | 7.69% |
| 5 | Healthcare | 7.42% |
