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
$681M
AUM Growth
+$548M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$37.6M
3
+$31.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.3M
5
AVGO icon
Broadcom
AVGO
+$15.1M

Top Sells

1
+$5.42M
2
+$2.38M
3
+$2.28M
4
SRE icon
Sempra
SRE
+$2.09M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.84M

Sector Composition

1 Technology 20.25%
2 Financials 6.45%
3 Healthcare 3.96%
4 Industrials 3.46%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 0.72%
+96,642
27
$4.63M 0.68%
+20,927
28
$4.61M 0.68%
38,071
+9,836
29
$4.49M 0.66%
+128,380
30
$4.22M 0.62%
+17,948
31
$4.19M 0.62%
+33,906
32
$4.13M 0.61%
+42,824
33
$3.98M 0.58%
+26,108
34
$3.94M 0.58%
+46,082
35
$3.8M 0.56%
+40,842
36
$3.6M 0.53%
66,565
+16,956
37
$3.45M 0.51%
+15,714
38
$3.4M 0.5%
+121,313
39
$3.32M 0.49%
+30,983
40
$3.3M 0.48%
+8,141
41
$3.19M 0.47%
+15,431
42
$3.03M 0.44%
12,920
+949
43
$3.03M 0.44%
7,942
+498
44
$2.98M 0.44%
6,352
-166
45
$2.93M 0.43%
12,325
+268
46
$2.91M 0.43%
6,691
+535
47
$2.77M 0.41%
136,499
+3,377
48
$2.72M 0.4%
+17,407
49
$2.72M 0.4%
45,164
+1,147
50
$2.69M 0.39%
7,879
+573
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