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
$394M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$12.2M
3
+$10.6M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.3M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$9.56M

Top Sells

1
+$25.5M
2
+$12.1M
3
+$11.6M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$9.83M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$8.87M

Sector Composition

1 Technology 7.15%
2 Consumer Staples 6.89%
3 Financials 6.61%
4 Industrials 3.6%
5 Utilities 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.54%
20,429
+311
52
$2.11M 0.54%
15,929
+155
53
$2.09M 0.53%
48,284
+204
54
$2.09M 0.53%
+64,038
55
$2.08M 0.53%
19,817
+98
56
$2.05M 0.52%
23,457
+289
57
$2.04M 0.52%
+66,649
58
$2.04M 0.52%
12,089
+178
59
$2.03M 0.52%
11,716
+142
60
$1.91M 0.49%
20,374
+258
61
$1.88M 0.48%
15,865
+283
62
$1.87M 0.47%
28,368
+182
63
$1.86M 0.47%
86,795
+910
64
$1.84M 0.47%
15,902
+299
65
$1.84M 0.47%
27,529
+160
66
$1.83M 0.46%
31,079
+580
67
$1.81M 0.46%
28,643
+525
68
$1.8M 0.46%
19,042
+248
69
$1.72M 0.44%
28,236
+186
70
$1.71M 0.43%
22,682
+432
71
$1.71M 0.43%
43,218
+981
72
$1.68M 0.43%
11,489
+252
73
$1.62M 0.41%
26,461
+179
74
$1.6M 0.41%
34,669
75
$1.6M 0.41%
10,952
+281
1 2
3
4