JWWM
Johnson & White Wealth Management Portfolio holdings
AUM
$218M
1-Year Est. Return
16.27%
1 Year Est. Return
+16.27%
AUM
$199M
AUM Growth
+$20.4M
(+11%)
Holding
105
Top Buys
| 1 | +$2.99M | |
| 2 | +$1.47M | |
| 3 | +$489K | |
| 4 |
ASMF
Virtus AlphaSimplex Managed Futures ETF
ASMF
|
+$444K |
| 5 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$438K |
Top Sells
| 1 | +$358K | |
| 2 | +$318K | |
| 3 | +$312K | |
| 4 |
Lowe's Companies
LOW
|
+$201K |
| 5 |
Bio-Techne
TECH
|
+$200K |
Sector Composition
| 1 | Technology | 11.22% |
| 2 | Financials | 4.44% |
| 3 | Consumer Staples | 2.53% |
| 4 | Consumer Discretionary | 2.48% |
| 5 | Healthcare | 2.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
| $105K | 0.05% |
+13,127
|
|
||
102
Peloton Interactive
PTON
$3.05B
| $81K | 0.04% |
11,605
|
|
||
|
103
Bio-Techne
TECH
$9.74B
| – | – |
-3,412
|
|
||
|
104
Lowe's Companies
LOW
$136B
| – | – |
-861
|
|
||
105
Grayscale Bitcoin Trust
GBTC
$44.4B
| – | – |
-5,496
|
|