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
$369M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.86M
3
+$4.27M
4
LMT icon
Lockheed Martin
LMT
+$3.27M
5
DUK icon
Duke Energy
DUK
+$3.03M

Top Sells

1
+$2.75M
2
+$2.59M
3
+$2.24M
4
TJX icon
TJX Companies
TJX
+$1.69M
5
CL icon
Colgate-Palmolive
CL
+$1.38M

Sector Composition

1 Consumer Staples 7.83%
2 Technology 6.09%
3 Financials 6.06%
4 Healthcare 4.15%
5 Industrials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.48%
23,168
+1,568
52
$1.79M 0.48%
26,282
+1,232
53
$1.78M 0.48%
15,582
+1,332
54
$1.77M 0.48%
27,369
+1,335
55
$1.74M 0.47%
85,885
+5,106
56
$1.72M 0.46%
28,186
+1,660
57
$1.71M 0.46%
28,118
+2,763
58
$1.69M 0.46%
30,499
+3,064
59
$1.67M 0.45%
22,250
+2,202
60
$1.66M 0.45%
+15,603
61
$1.65M 0.45%
28,050
+1,571
62
$1.57M 0.43%
+10,671
63
$1.52M 0.41%
18,794
+1,472
64
$1.52M 0.41%
34,669
-968
65
$1.45M 0.39%
11,237
+1,169
66
$1.45M 0.39%
+30,556
67
$1.34M 0.36%
+42,237
68
$1.3M 0.35%
+15,559
69
$1.26M 0.34%
12,068
+568
70
$1.2M 0.33%
22,256
+1,012
71
$1.12M 0.3%
25,091
-68
72
$1M 0.27%
+17,151
73
$962K 0.26%
+10,000
74
$803K 0.22%
+10,272
75
$735K 0.2%
+11,956
1 2
3
4