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

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
126
-51,076
127
-1,008
128
-25,743
129
-56,173
130
-1,515
131
-2,659
132
-1,451