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JWM

Jackson Wealth Management Portfolio holdings

AUM $972M
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.58M
3
+$3.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.17M
5
TSM icon
TSMC
TSM
+$2.8M

Top Sells

1
+$3.85M
2
+$3.34M
3
+$2.47M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.14M
5
NEE icon
NextEra Energy
NEE
+$1.81M

Sector Composition

1 Technology 26.41%
2 Financials 8.55%
3 Communication Services 3.89%
4 Industrials 2.87%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.02%
86,756
+6,992
27
$10.1M 1.01%
51,558
+308
28
$9.93M 0.99%
35,537
+11,455
29
$8.89M 0.89%
28,448
+295
30
$8.17M 0.82%
142,013
+2,564
31
$8.15M 0.81%
26,306
+378
32
$8.04M 0.8%
8,425
+99
33
$7.24M 0.72%
59,806
+1,046
34
$6.88M 0.69%
43,064
+633
35
$6.35M 0.64%
28,922
+657
36
$5.56M 0.56%
66,122
+1,603
37
$5.52M 0.55%
88,836
+648
38
$5.3M 0.53%
7,951
+159
39
$5.22M 0.52%
64,905
+430
40
$5.14M 0.51%
+81,199
41
$5.01M 0.5%
10,038
+316
42
$4.87M 0.49%
9,691
+188
43
$4.81M 0.48%
14,101
+161
44
$4.57M 0.46%
46,765
+1,052
45
$4.52M 0.45%
18,520
+36
46
$4.38M 0.44%
8,921
+370
47
$4.24M 0.42%
3,637
+123
48
$3.56M 0.36%
+50,188
49
$3.45M 0.35%
4,550
+68
50
$3.42M 0.34%
139,720
+6,425
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