JWM

JPL Wealth Management Portfolio holdings

AUM $435M
1-Year Est. Return 16.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,555
New
Increased
Reduced
Closed

Top Buys

1 +$6.86M
2 +$3.52M
3 +$2.88M
4
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$2.17M
5
AAUA
Alpha Architect US Equity 3 ETF
AAUA
+$1.76M

Top Sells

1 +$3.71M
2 +$2.64M
3 +$2.27M
4
ROP icon
Roper Technologies
ROP
+$2.09M
5
UNH icon
UnitedHealth
UNH
+$1.88M

Sector Composition

1 Technology 10.54%
2 Financials 7.41%
3 Healthcare 6.95%
4 Industrials 5.38%
5 Consumer Staples 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WTRG icon
651
Essential Utilities
WTRG
$10.5B
$5.84K ﹤0.01%
+145
ARMK icon
652
Aramark
ARMK
$14.1B
$5.84K ﹤0.01%
+144
DOCS icon
653
Doximity
DOCS
$3.85B
$5.83K ﹤0.01%
+250
SNA icon
654
Snap-on
SNA
$19.5B
$5.81K ﹤0.01%
+16
MT icon
655
ArcelorMittal
MT
$54.3B
$5.72K ﹤0.01%
+110
LPLA icon
656
LPL Financial
LPLA
$22.6B
$5.72K ﹤0.01%
+19
MPLX icon
657
MPLX
MPLX
$56.1B
$5.71K ﹤0.01%
+100
CTSH icon
658
Cognizant
CTSH
$25.3B
$5.71K ﹤0.01%
+93
EVR icon
659
Evercore
EVR
$13.2B
$5.67K ﹤0.01%
+19
INGR icon
660
Ingredion
INGR
$6.36B
$5.63K ﹤0.01%
+50
LITE icon
661
Lumentum
LITE
$73B
$5.62K ﹤0.01%
+8
PBR icon
662
Petrobras
PBR
$117B
$5.62K ﹤0.01%
+271
BBVA icon
663
Banco Bilbao Vizcaya Argentaria
BBVA
$126B
$5.59K ﹤0.01%
+258
RKLB icon
664
Rocket Lab Corp
RKLB
$66.4B
$5.59K ﹤0.01%
+87
BN icon
665
Brookfield
BN
$98B
$5.59K ﹤0.01%
+138
WYNN icon
666
Wynn Resorts
WYNN
$10.9B
$5.59K ﹤0.01%
+55
NLY icon
667
Annaly Capital Management
NLY
$15.5B
$5.58K ﹤0.01%
+264
PINS icon
668
Pinterest
PINS
$11.6B
$5.58K ﹤0.01%
+304
PAGS icon
669
PagSeguro Digital
PAGS
$2.45B
$5.56K ﹤0.01%
+555
OMC icon
670
Omnicom Group
OMC
$21B
$5.5K ﹤0.01%
+73
FE icon
671
FirstEnergy
FE
$26.3B
$5.47K ﹤0.01%
+108
KIM icon
672
Kimco Realty
KIM
$16B
$5.46K ﹤0.01%
+243
NI icon
673
NiSource
NI
$21.8B
$5.46K ﹤0.01%
+117
BTI icon
674
British American Tobacco
BTI
$127B
$5.44K ﹤0.01%
+93
ACM icon
675
Aecom
ACM
$9.31B
$5.43K ﹤0.01%
+64