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
FOXA icon
701
Fox Class A
FOXA
$27B
$4.91K ﹤0.01%
+84
ARW icon
702
Arrow Electronics
ARW
$11.7B
$4.88K ﹤0.01%
+34
HOPE icon
703
Hope Bancorp
HOPE
$1.55B
$4.85K ﹤0.01%
+434
TDY icon
704
Teledyne Technologies
TDY
$28.6B
$4.84K ﹤0.01%
+8
ALK icon
705
Alaska Air
ALK
$4.67B
$4.82K ﹤0.01%
+131
UBS icon
706
UBS Group
UBS
$155B
$4.81K ﹤0.01%
+123
PLMR icon
707
Palomar
PLMR
$2.69B
$4.78K ﹤0.01%
+40
SPHD icon
708
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.19B
$4.76K ﹤0.01%
+96
PFGC icon
709
Performance Food Group
PFGC
$15.2B
$4.71K ﹤0.01%
+55
ZWS icon
710
Zurn Elkay Water Solutions
ZWS
$7.91B
$4.71K ﹤0.01%
+105
AOS icon
711
A.O. Smith
AOS
$7.82B
$4.68K ﹤0.01%
+71
TTC icon
712
Toro Company
TTC
$8.82B
$4.67K ﹤0.01%
+50
EEMV icon
713
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.69B
$4.65K ﹤0.01%
+72
TRU icon
714
TransUnion
TRU
$13.4B
$4.64K ﹤0.01%
+67
CRUS icon
715
Cirrus Logic
CRUS
$9.05B
$4.63K ﹤0.01%
+32
CLH icon
716
Clean Harbors
CLH
$15.1B
$4.59K ﹤0.01%
+16
LYV icon
717
Live Nation Entertainment
LYV
$38.2B
$4.58K ﹤0.01%
+30
BCS icon
718
Barclays
BCS
$83.6B
$4.57K ﹤0.01%
+216
EFAV icon
719
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.23B
$4.57K ﹤0.01%
+50
NGG icon
720
National Grid
NGG
$79.8B
$4.57K ﹤0.01%
+54
PBA icon
721
Pembina Pipeline
PBA
$28.2B
$4.57K ﹤0.01%
+102
WDAY icon
722
Workday
WDAY
$36.3B
$4.55K ﹤0.01%
+35
RAMP icon
723
LiveRamp
RAMP
$2.25B
$4.54K ﹤0.01%
+171
PDD icon
724
Pinduoduo
PDD
$122B
$4.5K ﹤0.01%
+44
BXP icon
725
Boston Properties
BXP
$9.71B
$4.48K ﹤0.01%
+86