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
SPHD icon
676
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.12B
$4.75K ﹤0.01%
+96
HCC icon
677
Warrior Met Coal
HCC
$5.26B
$4.71K ﹤0.01%
+74
ALAB icon
678
Astera Labs
ALAB
$30.7B
$4.7K ﹤0.01%
+24
KNSL icon
679
Kinsale Capital Group
KNSL
$9.28B
$4.68K ﹤0.01%
+11
PLMR icon
680
Palomar
PLMR
$3.4B
$4.67K ﹤0.01%
+40
TD icon
681
Toronto Dominion Bank
TD
$157B
$4.64K ﹤0.01%
+58
TOST icon
682
Toast
TOST
$19.7B
$4.64K ﹤0.01%
+127
RDDT icon
683
Reddit
RDDT
$43.8B
$4.6K ﹤0.01%
+20
EEMV icon
684
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.9B
$4.59K ﹤0.01%
+72
HOPE icon
685
Hope Bancorp
HOPE
$1.5B
$4.58K ﹤0.01%
+425
SYY icon
686
Sysco
SYY
$37.7B
$4.53K ﹤0.01%
+55
CHD icon
687
Church & Dwight Co
CHD
$21.8B
$4.53K ﹤0.01%
+52
VTR icon
688
Ventas
VTR
$36.9B
$4.48K ﹤0.01%
+64
BTI icon
689
British American Tobacco
BTI
$126B
$4.46K ﹤0.01%
+84
BCS icon
690
Barclays
BCS
$90.4B
$4.45K ﹤0.01%
+215
AVB icon
691
AvalonBay Communities
AVB
$25.8B
$4.44K ﹤0.01%
+23
TROW icon
692
T. Rowe Price
TROW
$23.2B
$4.41K ﹤0.01%
+43
NRG icon
693
NRG Energy
NRG
$29.1B
$4.37K ﹤0.01%
+27
FELC icon
694
Fidelity Enhanced Large Cap Core ETF
FELC
$6.27B
$4.36K ﹤0.01%
+117
INSM icon
695
Insmed
INSM
$34.4B
$4.32K ﹤0.01%
+30
ENSG icon
696
The Ensign Group
ENSG
$10.5B
$4.32K ﹤0.01%
+25
SIG icon
697
Signet Jewelers
SIG
$3.87B
$4.32K ﹤0.01%
+45
CSL icon
698
Carlisle Companies
CSL
$15.2B
$4.28K ﹤0.01%
+13
CPNG icon
699
Coupang
CPNG
$38.6B
$4.25K ﹤0.01%
+132
LECO icon
700
Lincoln Electric
LECO
$14.5B
$4.25K ﹤0.01%
+18