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
AMG icon
851
Affiliated Managers Group
AMG
$9.17B
$2.15K ﹤0.01%
+9
URBN icon
852
Urban Outfitters
URBN
$6.23B
$2.14K ﹤0.01%
+30
MIDD icon
853
Middleby
MIDD
$7.48B
$2.13K ﹤0.01%
+16
AX icon
854
Axos Financial
AX
$5.35B
$2.12K ﹤0.01%
+25
NGG icon
855
National Grid
NGG
$80.4B
$2.11K ﹤0.01%
+29
SPB icon
856
Spectrum Brands
SPB
$1.45B
$2.1K ﹤0.01%
+40
UTHR icon
857
United Therapeutics
UTHR
$20B
$2.1K ﹤0.01%
+5
GBX icon
858
The Greenbrier Companies
GBX
$1.54B
$2.08K ﹤0.01%
+45
OUT icon
859
Outfront Media
OUT
$4.21B
$2.07K ﹤0.01%
+113
ATR icon
860
AptarGroup
ATR
$8.18B
$2K ﹤0.01%
+15
FBTC icon
861
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.6B
$2K ﹤0.01%
+20
CF icon
862
CF Industries
CF
$13.5B
$1.97K ﹤0.01%
+22
PRG icon
863
PROG Holdings
PRG
$1.28B
$1.94K ﹤0.01%
+60
FRPT icon
864
Freshpet
FRPT
$3.14B
$1.93K ﹤0.01%
+35
SUPN icon
865
Supernus Pharmaceuticals
SUPN
$2.87B
$1.91K ﹤0.01%
+40
HIW icon
866
Highwoods Properties
HIW
$3.03B
$1.91K ﹤0.01%
+60
ESNT icon
867
Essent Group
ESNT
$5.89B
$1.91K ﹤0.01%
+30
DRI icon
868
Darden Restaurants
DRI
$24.7B
$1.9K ﹤0.01%
+10
TWLO icon
869
Twilio
TWLO
$18.1B
$1.9K ﹤0.01%
+19
SPNT icon
870
SiriusPoint
SPNT
$2.34B
$1.9K ﹤0.01%
+105
STNE icon
871
StoneCo
STNE
$3.8B
$1.89K ﹤0.01%
+100
HAYW icon
872
Hayward Holdings
HAYW
$3.65B
$1.89K ﹤0.01%
+125
PDM
873
Piedmont Realty Trust
PDM
$1.06B
$1.89K ﹤0.01%
+210
HWC icon
874
Hancock Whitney
HWC
$5.71B
$1.88K ﹤0.01%
+30
MTSI icon
875
MACOM Technology Solutions
MTSI
$16.5B
$1.87K ﹤0.01%
+15