JWM

JGP Wealth Management Portfolio holdings

AUM $959M
1-Year Est. Return 17.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$854K
3 +$705K
4
SCI icon
Service Corp International
SCI
+$658K
5
JNJ icon
Johnson & Johnson
JNJ
+$577K

Top Sells

1 +$370K
2 +$320K
3 +$264K
4
VZ icon
Verizon
VZ
+$242K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$241K

Sector Composition

1 Technology 27.87%
2 Consumer Discretionary 12.38%
3 Healthcare 11.47%
4 Financials 11.37%
5 Industrials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,141
152
-6,220