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
$121M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.13%
2 Healthcare 4.49%
3 Financials 3.4%
4 Consumer Discretionary 2.15%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$235K 0.19%
+904
77
$219K 0.18%
+453
78
$219K 0.18%
9,823
-466
79
$216K 0.18%
+871
80
-2,737
81
-14,363