JWWM
Johnson & White Wealth Management Portfolio holdings
AUM
$199M
This Quarter Return
-7.75%
1 Year Return
+16.59%
3 Year Return
+48.47%
5 Year Return
–
10 Year Return
–
AUM
$88.6M
AUM Growth
–
Cap. Flow
+$88.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.68%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.21% |
| 2 | Healthcare | 5.77% |
| 3 | Financials | 4.05% |
| 4 | Consumer Staples | 2.89% |
| 5 | Consumer Discretionary | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
VF Corp
VFC
$5.91B
| $201K | 0.23% |
+6,721
| New | +$201K |
|