JWM
JPL Wealth Management Portfolio holdings
AUM
$371M
This Quarter Return
+0.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$349M
AUM Growth
–
Cap. Flow
+$349M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.67%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
UnitedHealth
UNH
|
$21.9M |
| 2 |
Broadcom
AVGO
|
$13.5M |
| 3 |
Apple
AAPL
|
$12.9M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$12.4M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$9.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.32% |
| 2 | Healthcare | 11.24% |
| 3 | Financials | 8.13% |
| 4 | Industrials | 6.3% |
| 5 | Consumer Staples | 6.24% |
