JWM
JPL Wealth Management Portfolio holdings
AUM
$435M
1-Year Est. Return
16.49%
This Fund
S&P 500
1 Year Est. Return
+16.49%
AUM
$435M
AUM Growth
+$24.2M
(+5.9%)
Holding
1,555
Top Buys
| 1 | +$6.86M | |
| 2 | +$3.52M | |
| 3 | +$2.88M | |
| 4 |
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 |
Roper Technologies
ROP
|
+$2.09M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1551
Clarus
CLAR
$112M
| $9 | ﹤0.01% |
+3
|
|
||
1552
Radiant Logistics
RLGT
$399M
| $8 | ﹤0.01% |
+1
|
|
||
1553
The Honest Company
HNST
$373M
| $6 | ﹤0.01% |
+2
|
|
||
1554
Arq
ARQ
$119M
| $6 | ﹤0.01% |
+2
|
|
||
1555
WisdomTree India Earnings Fund ETF
EPI
$2.16B
| – | – |
-16,210
|
|