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
76
$560K 0.31%
4,455
+210
77
$507K 0.28%
32,373
-10
78
$495K 0.27%
1,467
+501
79
$472K 0.26%
4,131
+1,424
80
$441K 0.24%
6,460
81
$441K 0.24%
567
+12
82
$438K 0.24%
833
+1
83
$419K 0.23%
1,503
+225
84
$419K 0.23%
2,011
+460
85
$418K 0.23%
+12,797
86
$410K 0.23%
4,362
-194
87
$394K 0.22%
1,261
+93
88
$388K 0.21%
2,625
+635
89
$380K 0.21%
+7,574
90
$326K 0.18%
2,143
+162
91
$323K 0.18%
+3,424
92
$312K 0.17%
+1,627
93
$293K 0.16%
+2,330
94
$290K 0.16%
+596
95
$285K 0.16%
3,571
+326
96
$269K 0.15%
781
-53
97
$261K 0.14%
1,602
-103
98
$256K 0.14%
+3,337
99
$251K 0.14%
+1,482
100
$243K 0.13%
+2,053
1 2 3
4
5