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
51
$1.77M 0.98%
6,220
+1,209
52
$1.72M 0.95%
23,526
+4,303
53
$1.72M 0.95%
31,835
+3,462
54
$1.68M 0.93%
6,823
+976
55
$1.66M 0.92%
18,380
+740
56
$1.66M 0.92%
22,035
+6,660
57
$1.66M 0.91%
+54,810
58
$1.65M 0.91%
4,785
+992
59
$1.49M 0.82%
30,715
+11,506
60
$1.38M 0.76%
11,946
+3,791
61
$1.35M 0.74%
3,169
+585
62
$1.34M 0.74%
58,763
-10,135
63
$1.33M 0.73%
49,374
+690
64
$1.27M 0.7%
2,639
+1,761
65
$1.1M 0.61%
2,101
+55
66
$1.09M 0.6%
18,797
+750
67
$990K 0.55%
45,584
-5,473
68
$986K 0.54%
13,287
+1,615
69
$902K 0.5%
18,703
+452
70
$865K 0.48%
1,425
+63
71
$859K 0.47%
2,042
-280
72
$672K 0.37%
11,265
-289
73
$642K 0.35%
5,000
+1,405
74
$604K 0.33%
7,385
+1,602
75
$579K 0.32%
2,009
+955
1 2
3
4 5