JWBC

John W. Brooker & Co Portfolio holdings

AUM $49.2M
1-Year Est. Return 9.24%
This Quarter Est. Return
1 Year Est. Return
+9.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.58M
2 +$5.63M
3 +$2.48M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$2.43M
5
SFLR icon
Innovator Equity Managed Floor ETF
SFLR
+$363K

Sector Composition

1 Consumer Staples 3.55%
2 Technology 1.81%
3 Healthcare 0.38%
4 Consumer Discretionary 0.29%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,950