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JWM

JGP Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$7.66M
3
+$6.36M
4
AAPL icon
Apple
AAPL
+$995K
5
MSFT icon
Microsoft
MSFT
+$933K

Top Sells

1
+$7.23M
2
+$6.68M
3
+$833K
4
CERN
Cerner Corp
CERN
+$826K
5
NVDA icon
NVIDIA
NVDA
+$583K

Sector Composition

1 Technology 27.12%
2 Healthcare 12.43%
3 Industrials 11.5%
4 Financials 11.3%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-7,495
154
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-4,030
155
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156
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-31,419
157
– –
-3,664
158
– –
-2,897
159
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-18,907
160
– –
-8,842
161
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162
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163
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-4,935
164
– –
-10,030
165
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-15
3 4 5 6
7