JWWM

Johnson & White Wealth Management Portfolio holdings

AUM $218M
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.04M
3
+$933K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$713K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$691K

Top Sells

1
+$5.99M
2
+$5.07M
3
+$2.8M
4
MSFT icon
Microsoft
MSFT
+$2.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.22M

Sector Composition

1 Technology 13.87%
2 Financials 5.37%
3 Healthcare 3.92%
4 Consumer Discretionary 1.96%
5 Energy 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34K 0.03%
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