JWM

Jackson Wealth Management Portfolio holdings

AUM $1B
1-Year Est. Return 23.48%
This Quarter Est. Return
1 Year Est. Return
+23.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.86M
3
+$4.27M
4
LMT icon
Lockheed Martin
LMT
+$3.27M
5
DUK icon
Duke Energy
DUK
+$3.03M

Top Sells

1
+$2.75M
2
+$2.59M
3
+$2.24M
4
TJX icon
TJX Companies
TJX
+$1.69M
5
CL icon
Colgate-Palmolive
CL
+$1.38M

Sector Composition

1 Consumer Staples 7.83%
2 Technology 6.09%
3 Financials 6.06%
4 Healthcare 4.15%
5 Industrials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 0.88%
+10,279
27
$3.03M 0.82%
+35,303
28
$3.02M 0.82%
+13,245
29
$2.92M 0.79%
37,392
+1,776
30
$2.88M 0.78%
36,544
+1,851
31
$2.68M 0.73%
+24,214
32
$2.57M 0.7%
16,014
+495
33
$2.54M 0.69%
47,605
+1,239
34
$2.53M 0.69%
50,444
+5,200
35
$2.47M 0.67%
38,995
+1,441
36
$2.47M 0.67%
50,224
+5,190
37
$2.4M 0.65%
14,561
+790
38
$2.4M 0.65%
38,772
+1,516
39
$2.34M 0.63%
17,050
+1,006
40
$2.27M 0.61%
19,719
+768
41
$2.24M 0.61%
48,080
+2,577
42
$2.14M 0.58%
43,623
+2,000
43
$2.07M 0.56%
46,058
+183
44
$2.06M 0.56%
14,711
+778
45
$1.99M 0.54%
15,774
+863
46
$1.94M 0.52%
20,118
+6,606
47
$1.94M 0.52%
20,116
+1,416
48
$1.9M 0.51%
19,532
+984
49
$1.81M 0.49%
11,911
+1,065
50
$1.8M 0.49%
11,574
+1,067
1
2
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