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
NTAP icon
876
NetApp
NTAP
$35.7B
$2.66K ﹤0.01%
+26
CELH icon
877
Celsius Holdings
CELH
$7.67B
$2.66K ﹤0.01%
+75
VNT icon
878
Vontier
VNT
$4.01B
$2.66K ﹤0.01%
+75
PJT icon
879
PJT Partners
PJT
$4B
$2.65K ﹤0.01%
+19
PSTL
880
Postal Realty Trust
PSTL
$611M
$2.65K ﹤0.01%
+143
AEM icon
881
Agnico Eagle Mines
AEM
$85.8B
$2.64K ﹤0.01%
+13
FG icon
882
F&G Annuities & Life
FG
$3.43B
$2.63K ﹤0.01%
+104
NFG icon
883
National Fuel Gas
NFG
$7.36B
$2.63K ﹤0.01%
+28
ALAB icon
884
Astera Labs
ALAB
$62.3B
$2.63K ﹤0.01%
+24
AU icon
885
AngloGold Ashanti
AU
$45.4B
$2.63K ﹤0.01%
+27
KMX icon
886
CarMax
KMX
$6.53B
$2.62K ﹤0.01%
+63
MDGL icon
887
Madrigal Pharmaceuticals
MDGL
$11.3B
$2.62K ﹤0.01%
+5
FN icon
888
Fabrinet
FN
$26B
$2.61K ﹤0.01%
+5
UMBF icon
889
UMB Financial
UMBF
$9.6B
$2.6K ﹤0.01%
+23
KB icon
890
KB Financial Group
KB
$36.9B
$2.59K ﹤0.01%
+26
RDY icon
891
Dr. Reddy's Laboratories
RDY
$10.8B
$2.59K ﹤0.01%
+187
NVST icon
892
Envista
NVST
$3.65B
$2.59K ﹤0.01%
+102
ELAN icon
893
Elanco Animal Health
ELAN
$12.3B
$2.58K ﹤0.01%
+108
KRYS icon
894
Krystal Biotech
KRYS
$8.9B
$2.58K ﹤0.01%
+10
FLS icon
895
Flowserve
FLS
$9.64B
$2.57K ﹤0.01%
+35
BCE icon
896
BCE
BCE
$22.9B
$2.55K ﹤0.01%
+101
BCPC
897
Balchem Corp
BCPC
$5.03B
$2.54K ﹤0.01%
+15
AMPL icon
898
Amplitude
AMPL
$1.08B
$2.52K ﹤0.01%
+370
DBX icon
899
Dropbox
DBX
$6.44B
$2.52K ﹤0.01%
+111
GNW icon
900
Genworth Financial
GNW
$3.2B
$2.52K ﹤0.01%
+310