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
$282M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$519K
2 +$409K
3 +$221K
4
VFC icon
VF Corp
VFC
+$148K
5
GE icon
GE Aerospace
GE
+$106K

Sector Composition

1 Technology 17.29%
2 Consumer Staples 12.83%
3 Healthcare 12.07%
4 Industrials 11.12%
5 Financials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$201K 0.07%
+1,752
127
$162K 0.06%
15,846
+65
128
-784
129
-8,933
130
-2,128