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
$882M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$7.93M
3
+$4.73M
4
BSX icon
Boston Scientific
BSX
+$4.27M
5
PAYX icon
Paychex
PAYX
+$3.71M

Top Sells

1
+$4.68M
2
+$4.39M
3
+$4.12M
4
NXPI icon
NXP Semiconductors
NXPI
+$3.94M
5
KO icon
Coca-Cola
KO
+$3.93M

Sector Composition

1 Technology 22.84%
2 Financials 8.69%
3 Healthcare 2.87%
4 Communication Services 2.79%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.67M 0.87%
43,296
-234
27
$7.62M 0.86%
26,853
+30
28
$7.32M 0.83%
12,493
+2,069
29
$7.25M 0.82%
100,362
+622
30
$7.02M 0.8%
140,525
+376
31
$6.54M 0.74%
29,087
-194
32
$6.21M 0.7%
25,630
+1,768
33
$6.08M 0.69%
8,630
+32
34
$6.03M 0.68%
27,472
+556
35
$5.98M 0.68%
99,557
+20,836
36
$5.78M 0.66%
16,822
-95
37
$5.66M 0.64%
31,853
+3,344
38
$4.85M 0.55%
6,285
-344
39
$4.73M 0.54%
+50,076
40
$4.66M 0.53%
9,589
-6,293
41
$4.62M 0.52%
51,770
+47,791
42
$4.61M 0.52%
14,599
+87
43
$4.41M 0.5%
9,729
+195
44
$4.3M 0.49%
79,532
+3,137
45
$4.01M 0.46%
18,873
+77
46
$3.71M 0.42%
+26,439
47
$3.54M 0.4%
+3,452
48
$3.52M 0.4%
6,015
+1,826
49
$3.41M 0.39%
+6,410
50
$3.35M 0.38%
122,229
+2,829
1
2
3 4 5