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
$603M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$9.6M
3
+$8.61M
4
SHW icon
Sherwin-Williams
SHW
+$7.2M
5
AAPL icon
Apple
AAPL
+$5.89M

Top Sells

1
+$28.2M
2
+$3.37M
3
+$1.52M
4
MCD icon
McDonald's
MCD
+$780K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$590K

Sector Composition

1 Technology 19.45%
2 Consumer Discretionary 7.5%
3 Financials 6.89%
4 Healthcare 5.93%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.35M 1.05%
104,160
+3,253
27
$6.19M 1.03%
55,974
+1,256
28
$6.02M 1%
46,152
+11,565
29
$5.94M 0.99%
72,406
+1,430
30
$5.26M 0.87%
24,897
-3,691
31
$5.24M 0.87%
18,090
+527
32
$5.17M 0.86%
+180,000
33
$5.11M 0.85%
101,037
+2,429
34
$5M 0.83%
+336,000
35
$5M 0.83%
68,200
+3,980
36
$4.96M 0.82%
+50,000
37
$4.85M 0.8%
26,594
-554
38
$4.67M 0.78%
47,946
+189
39
$4.59M 0.76%
20,356
+269
40
$4.55M 0.76%
10,518
+103
41
$4.54M 0.75%
+162,160
42
$4.39M 0.73%
45,301
+1,096
43
$4.31M 0.72%
22,419
-536
44
$4.01M 0.67%
17,273
+146
45
$3.88M 0.64%
40,082
+164
46
$3.87M 0.64%
26,926
+53
47
$3.84M 0.64%
39,911
-5,286
48
$3.7M 0.61%
17,700
-620
49
$3.64M 0.6%
43,321
+1,284
50
$3.44M 0.57%
18,788
+618
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