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
$800M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.65M
3
+$3.21M
4
NVDA icon
NVIDIA
NVDA
+$3.02M
5
AMD icon
Advanced Micro Devices
AMD
+$2.94M

Top Sells

1
+$9.95M
2
+$9.76M
3
+$4.24M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.24M
5
MS icon
Morgan Stanley
MS
+$2.62M

Sector Composition

1 Technology 20.77%
2 Financials 6.95%
3 Healthcare 3.82%
4 Industrials 3.13%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.68M 0.83%
104,547
+29,195
27
$6.27M 0.78%
47,493
+1,620
28
$6.26M 0.78%
41,148
+2,131
29
$5.82M 0.73%
43,761
+253
30
$5.82M 0.73%
8,069
+532
31
$5.8M 0.72%
42,922
+752
32
$5.66M 0.71%
134,263
-5,169
33
$5.61M 0.7%
24,929
-311
34
$5.41M 0.68%
41,145
+2,644
35
$5.05M 0.63%
6,495
+164
36
$5.01M 0.63%
17,488
-274
37
$4.66M 0.58%
25,846
+20,225
38
$4.6M 0.57%
149,621
+7,867
39
$4.56M 0.57%
14,642
+1,014
40
$4.41M 0.55%
37,969
+11,849
41
$4.37M 0.55%
7,646
+595
42
$4.19M 0.52%
9,029
+787
43
$4.11M 0.51%
79,937
-442
44
$4.03M 0.5%
16,148
+2,019
45
$3.95M 0.49%
14,166
+1,196
46
$3.94M 0.49%
9,368
+1,110
47
$3.5M 0.44%
18,715
+187
48
$3.29M 0.41%
53,771
+6,768
49
$3.22M 0.4%
17,820
+16,312
50
$3.02M 0.38%
+33,460
1
2
3 4