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
$409M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.07M
3
+$6.04M
4
AMD icon
Advanced Micro Devices
AMD
+$4.59M
5
OLED icon
Universal Display
OLED
+$4.59M

Top Sells

1
+$5.96M
2
+$4.09M
3
+$2.92M
4
KAR icon
Openlane
KAR
+$1.5M
5
SIX
Six Flags Entertainment Corp.
SIX
+$1.39M

Sector Composition

1 Technology 18.05%
2 Financials 6.93%
3 Consumer Staples 3.51%
4 Healthcare 3.32%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 1.14%
58,603
+855
27
$4.59M 1.12%
+30,000
28
$4.54M 1.11%
23,879
+385
29
$4.46M 1.09%
28,365
-755
30
$4.37M 1.07%
26,190
+2,245
31
$3.79M 0.93%
70,642
+55,097
32
$3.72M 0.91%
70,419
-6,308
33
$3.5M 0.85%
43,823
+2,467
34
$3.39M 0.83%
67,423
-12,214
35
$3.28M 0.8%
29,993
+154
36
$3.21M 0.79%
35,704
+799
37
$3.1M 0.76%
20,501
-1,653
38
$3M 0.73%
66,757
+1,773
39
$2.8M 0.68%
34,707
+1,279
40
$2.74M 0.67%
33,345
+711
41
$2.7M 0.66%
34,542
+436
42
$2.67M 0.65%
+18,612
43
$2.56M 0.63%
13,367
+91
44
$2.56M 0.63%
43,323
+880
45
$2.52M 0.62%
15,311
+275
46
$2.41M 0.59%
45,155
+1,105
47
$2.37M 0.58%
20,214
+148
48
$2.36M 0.58%
22,230
+455
49
$2.34M 0.57%
22,937
+522
50
$2.33M 0.57%
+71,628
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