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
$99.3M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$6.03M
3
+$5.5M
4
ASTS icon
AST SpaceMobile
ASTS
+$4.31M
5
UTZ icon
Utz Brands
UTZ
+$4.16M

Top Sells

1
+$7.46M
2
+$5.7M
3
+$5.51M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$4.85M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$4.06M

Sector Composition

1 Healthcare 14.21%
2 Consumer Staples 10.96%
3 Technology 10.57%
4 Industrials 6.48%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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+2,270
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80
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83
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85
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89
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90
$0 ﹤0.01%
+100,000
91
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-15,091
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5 6