JWWM
Johnson & White Wealth Management Portfolio holdings
AUM
$199M
This Quarter Return
+4.33%
1 Year Return
+16.59%
3 Year Return
+48.47%
5 Year Return
–
10 Year Return
–
AUM
$72.9M
AUM Growth
+$72.9M
(-35%)
Cap. Flow
-$41.8M
Cap. Flow
% of AUM
-57.27%
Top 10 Holdings %
Top 10 Hldgs %
69.05%
Holding
76
New
–
Increased
20
Reduced
10
Closed
41
Top Buys
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$6.06M |
| 2 |
iShares International Select Dividend ETF
IDV
|
$5.36M |
| 3 |
Apple
AAPL
|
$3.35M |
| 4 |
Vanguard World Funds Extended Duration ETF
EDV
|
$2.44M |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$1.92M |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Healthcare | 4.82% |
| 3 | Financials | 3.06% |
| 4 | Energy | 1.33% |
| 5 | Communication Services | 1.14% |