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
$460M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14M
3
+$12.5M
4
AMD icon
Advanced Micro Devices
AMD
+$7.88M
5
LK
Luckin Coffee Inc. American Depositary Shares
LK
+$3.92M

Top Sells

1
+$15.5M
2
+$10.3M
3
+$5.03M
4
INTC icon
Intel
INTC
+$2.5M
5
KO icon
Coca-Cola
KO
+$1.95M

Sector Composition

1 Technology 18.06%
2 Financials 10.69%
3 Consumer Discretionary 4.73%
4 Healthcare 2.86%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 1.01%
27,876
-489
27
$4.09M 0.89%
23,299
-2,891
28
$4.04M 0.88%
108,153
+36,525
29
$3.92M 0.85%
+200,000
30
$3.86M 0.84%
20,260
-9,740
31
$3.84M 0.84%
23,832
+3,331
32
$3.58M 0.78%
+11,788
33
$3.32M 0.72%
37,051
+1,347
34
$3.3M 0.72%
31,641
+1,648
35
$3.24M 0.71%
60,942
-9,477
36
$3.15M 0.69%
15,553
+242
37
$3.15M 0.68%
34,715
+173
38
$3.04M 0.66%
60,497
-6,926
39
$2.99M 0.65%
14,132
+765
40
$2.98M 0.65%
15,183
+1,545
41
$2.93M 0.64%
34,029
+684
42
$2.9M 0.63%
35,471
+764
43
$2.82M 0.61%
+60,100
44
$2.81M 0.61%
18,164
+5,476
45
$2.78M 0.6%
18,791
+179
46
$2.77M 0.6%
46,668
+21,218
47
$2.75M 0.6%
+10,205
48
$2.74M 0.6%
23,656
+1,426
49
$2.73M 0.59%
21,311
+1,097
50
$2.63M 0.57%
45,082
+1,759
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