JWWM
Johnson & White Wealth Management Portfolio holdings
AUM
$199M
This Quarter Return
+7.57%
1 Year Return
+16.59%
3 Year Return
+48.47%
5 Year Return
–
10 Year Return
–
AUM
$99.3M
AUM Growth
+$99.3M
(+12%)
Cap. Flow
+$3.78M
Cap. Flow
% of AUM
3.8%
Top 10 Holdings %
Top 10 Hldgs %
48.77%
Holding
132
New
56
Increased
12
Reduced
9
Closed
55
Top Buys
| 1 |
Abbott
ABT
|
$9.14M |
| 2 |
Mondelez International
MDLZ
|
$6.03M |
| 3 |
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
|
$5.5M |
| 4 |
AST SpaceMobile
ASTS
|
$4.31M |
| 5 |
Utz Brands
UTZ
|
$4.16M |
Top Sells
Sector Composition
| 1 | Healthcare | 14.21% |
| 2 | Consumer Staples | 10.96% |
| 3 | Technology | 10.57% |
| 4 | Industrials | 6.48% |
| 5 | Consumer Discretionary | 6.3% |
