JWWM
Johnson & White Wealth Management Portfolio holdings
AUM
$218M
1-Year Est. Return
16.27%
1 Year Est. Return
+16.27%
AUM
$218M
AUM Growth
+$19.8M
(+10%)
Holding
113
Top Buys
| 1 | +$1.18M | |
| 2 | +$1.04M | |
| 3 | +$603K | |
| 4 |
Advanced Micro Devices
AMD
|
+$488K |
| 5 |
UnitedHealth
UNH
|
+$475K |
Top Sells
| 1 | +$1.04M | |
| 2 | +$370K | |
| 3 | +$282K | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$256K |
| 5 |
Paychex
PAYX
|
+$227K |
Sector Composition
| 1 | Technology | 12.18% |
| 2 | Financials | 4.22% |
| 3 | Healthcare | 2.91% |
| 4 | Consumer Discretionary | 2.88% |
| 5 | Consumer Staples | 2.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Alibaba
BABA
$387B
| $235K | 0.11% |
+1,316
|
|
||
102
Rivian
RIVN
$15.8B
| $235K | 0.11% |
16,000
+6,000
|
|
||
103
Palo Alto Networks
PANW
$141B
| $220K | 0.1% |
1,078
|
|
||
104
Artesian Resources
ARTNA
$346M
| $217K | 0.1% |
6,649
|
|
||
105
Sherwin-Williams
SHW
$82.5B
| $215K | 0.1% |
621
|
|
||
106
Lowe's Companies
LOW
$137B
| $214K | 0.1% |
+851
|
|
||
107
Marvell Technology
MRVL
$75.8B
| $212K | 0.1% |
+2,516
|
|
||
108
TSMC
TSM
$1.53T
| $211K | 0.1% |
+755
|
|
||
109
Twilio
TWLO
$16.4B
| $207K | 0.09% |
+2,070
|
|
||
110
Grayscale Bitcoin Trust
GBTC
$42.6B
| $206K | 0.09% |
+2,296
|
|
||
111
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
| $108K | 0.05% |
13,127
|
|
||
112
Peloton Interactive
PTON
$3.06B
| $104K | 0.05% |
11,605
|
|
||
|
113
Paychex
PAYX
$45.5B
| – | – |
-1,559
|
|