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
$563M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.5M
3
+$8.86M
4
AMZN icon
Amazon
AMZN
+$7.77M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.7M

Top Sells

1
+$24.5M
2
+$13.5M
3
+$12.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.53M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.39M

Sector Composition

1 Technology 21.38%
2 Consumer Discretionary 10.19%
3 Healthcare 5.04%
4 Materials 4.97%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.92M 1.05%
30,665
+1,717
27
$5.53M 0.98%
29,978
+1,926
28
$5.5M 0.98%
43,302
+3,879
29
$4.57M 0.81%
61,878
-2,206
30
$4.31M 0.77%
18,974
+1,587
31
$4.26M 0.76%
+75,000
32
$4.25M 0.75%
21,831
+1,328
33
$3.98M 0.71%
65,646
+4,470
34
$3.95M 0.7%
41,151
+24,381
35
$3.9M 0.69%
15,575
+633
36
$3.89M 0.69%
62,577
-34,167
37
$3.66M 0.65%
51,620
+3,400
38
$3.65M 0.65%
15,464
+665
39
$3.6M 0.64%
+90,000
40
$3.57M 0.63%
+32,597
41
$3.53M 0.63%
370,400
+60,200
42
$3.43M 0.61%
15,886
-4,208
43
$3.42M 0.61%
108,400
+6,110
44
$3.42M 0.61%
11,592
+1,191
45
$3.29M 0.58%
19,160
+9,727
46
$3.21M 0.57%
11,512
+5,260
47
$3.17M 0.56%
32,318
+1,395
48
$3.09M 0.55%
31,694
+1,161
49
$3.07M 0.55%
35,070
+2,105
50
$2.98M 0.53%
54,033
+7,274
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