JWM

JPL Wealth Management Portfolio holdings

AUM $371M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.05M
3
+$1.73M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.55M

Top Sells

1
+$1.73M
2
+$1.31M
3
+$1.31M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.3M
5
ABT icon
Abbott
ABT
+$1.23M

Sector Composition

1 Technology 16.88%
2 Healthcare 8.61%
3 Industrials 7.9%
4 Consumer Staples 7.32%
5 Financials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.34%
27,172
+4,698
27
$2.41M 1.33%
9,182
+1,051
28
$2.41M 1.33%
13,754
+5,114
29
$2.39M 1.32%
4,839
+1,879
30
$2.39M 1.32%
10,566
+1,686
31
$2.33M 1.28%
14,145
+3,486
32
$2.31M 1.28%
6,030
+654
33
$2.22M 1.23%
16,820
+2,754
34
$2.18M 1.2%
12,510
+1,854
35
$2.18M 1.2%
6,284
+1,614
36
$2.16M 1.19%
10,805
+2,031
37
$2.14M 1.18%
3,814
+1,012
38
$2.14M 1.18%
5,202
+1,160
39
$2.1M 1.16%
+87,220
40
$2.06M 1.14%
14,318
+1,874
41
$2.05M 1.13%
+8,685
42
$2.02M 1.11%
40,154
+10,641
43
$2M 1.11%
26,358
+5,458
44
$1.98M 1.09%
27,562
+4,287
45
$1.92M 1.06%
15,639
+4,537
46
$1.88M 1.04%
14,739
+6,503
47
$1.87M 1.03%
7,197
+996
48
$1.81M 1%
15,953
+2,913
49
$1.79M 0.99%
3,738
+847
50
$1.78M 0.98%
33,504
+4,323
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