JWM

JPL Wealth Management Portfolio holdings

AUM $421M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$421M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1 +$4.17M
2 +$3.03M
3 +$1.91M
4
UNH icon
UnitedHealth
UNH
+$1.15M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$659K

Top Sells

1 +$3.23M
2 +$447K
3 +$348K
4
AAPL icon
Apple
AAPL
+$266K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$186K

Sector Composition

1 Technology 15.98%
2 Financials 10.16%
3 Healthcare 8.96%
4 Industrials 6.53%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VNQ icon
476
Vanguard Real Estate ETF
VNQ
$35.5B
$13.7K ﹤0.01%
+150
MCHP icon
477
Microchip Technology
MCHP
$40.4B
$13.6K ﹤0.01%
+212
SSD icon
478
Simpson Manufacturing
SSD
$7.8B
$13.4K ﹤0.01%
+80
PNFP icon
479
Pinnacle Financial Partners, Inc.
PNFP
$14.8B
$13.3K ﹤0.01%
+142
FYBR icon
480
Frontier Communications
FYBR
$9.64B
$13.3K ﹤0.01%
+356
SILA
481
Sila Realty Trust
SILA
$1.32B
$13.3K ﹤0.01%
+529
TOL icon
482
Toll Brothers
TOL
$13.9B
$13.3K ﹤0.01%
+96
FRME icon
483
First Merchants
FRME
$2.2B
$13.2K ﹤0.01%
+350
SONY icon
484
Sony
SONY
$144B
$13.1K ﹤0.01%
+454
CW icon
485
Curtiss-Wright
CW
$24.5B
$13K ﹤0.01%
+24
EME icon
486
Emcor
EME
$31.3B
$13K ﹤0.01%
+20
SBAC icon
487
SBA Communications
SBAC
$20.7B
$13K ﹤0.01%
+67
PDN icon
488
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$372M
$12.9K ﹤0.01%
+315
IWR icon
489
iShares Russell Mid-Cap ETF
IWR
$48.5B
$12.9K ﹤0.01%
+134
BKU icon
490
Bankunited
BKU
$3.54B
$12.9K ﹤0.01%
+338
VBK icon
491
Vanguard Small-Cap Growth ETF
VBK
$22.2B
$12.8K ﹤0.01%
+43
FTI icon
492
TechnipFMC
FTI
$21.1B
$12.6K ﹤0.01%
+320
HALO icon
493
Halozyme
HALO
$8.37B
$12.6K ﹤0.01%
+172
NKE icon
494
Nike
NKE
$95.3B
$12.6K ﹤0.01%
+180
LW icon
495
Lamb Weston
LW
$6.02B
$12.5K ﹤0.01%
+216
FCNCA icon
496
First Citizens BancShares
FCNCA
$27B
$12.5K ﹤0.01%
+7
DOV icon
497
Dover
DOV
$28.3B
$12.5K ﹤0.01%
+75
RPM icon
498
RPM International
RPM
$14.2B
$12.5K ﹤0.01%
+106
GRNY
499
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.09B
$12.5K ﹤0.01%
+500
HDV icon
500
iShares Core High Dividend ETF
HDV
$12.3B
$12.5K ﹤0.01%
+102