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
RTO icon
1176
Rentokil
RTO
$14.8B
$1.1K ﹤0.01%
+35
SUZ icon
1177
Suzano
SUZ
$9.96B
$1.1K ﹤0.01%
+110
AEG icon
1178
Aegon
AEG
$12.8B
$1.1K ﹤0.01%
+151
HRI icon
1179
Herc Holdings
HRI
$4.28B
$1.1K ﹤0.01%
+11
AIR icon
1180
AAR Corp
AIR
$4.4B
$1.09K ﹤0.01%
+10
FUTU icon
1181
Futu Holdings
FUTU
$14.3B
$1.09K ﹤0.01%
+8
AMRX icon
1182
Amneal Pharmaceuticals
AMRX
$4.04B
$1.09K ﹤0.01%
+88
LMAT icon
1183
LeMaitre Vascular
LMAT
$2.09B
$1.09K ﹤0.01%
+10
IPAR icon
1184
Interparfums
IPAR
$2.94B
$1.09K ﹤0.01%
+12
IRON icon
1185
Disc Medicine
IRON
$2.6B
$1.09K ﹤0.01%
+17
BE icon
1186
Bloom Energy
BE
$86.1B
$1.08K ﹤0.01%
+8
RUM icon
1187
Rumble
RUM
$1.94B
$1.08K ﹤0.01%
+212
ACEL icon
1188
Accel Entertainment
ACEL
$977M
$1.08K ﹤0.01%
+99
SE icon
1189
Sea Limited
SE
$57B
$1.08K ﹤0.01%
+13
KOF icon
1190
Coca-Cola Femsa
KOF
$22.8B
$1.07K ﹤0.01%
+11
MLKN icon
1191
MillerKnoll
MLKN
$1.03B
$1.07K ﹤0.01%
+74
EGBN icon
1192
Eagle Bancorp
EGBN
$819M
$1.07K ﹤0.01%
+43
MNSO icon
1193
MINISO
MNSO
$4.08B
$1.07K ﹤0.01%
+66
STGW icon
1194
Stagwell
STGW
$1.78B
$1.07K ﹤0.01%
+170
PHG icon
1195
Philips
PHG
$24.2B
$1.07K ﹤0.01%
+39
TLK icon
1196
Telkom Indonesia
TLK
$16.1B
$1.06K ﹤0.01%
+57
AR icon
1197
Antero Resources
AR
$11.2B
$1.06K ﹤0.01%
+25
UMC icon
1198
United Microelectronic
UMC
$56.4B
$1.06K ﹤0.01%
+118
LRN icon
1199
Stride
LRN
$4.16B
$1.06K ﹤0.01%
+12
GHC icon
1200
Graham Holdings Company
GHC
$4.76B
$1.06K ﹤0.01%
+1