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
$429M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$17.4M
3
+$14.6M
4
AMD icon
Advanced Micro Devices
AMD
+$5.78M
5
ISRG icon
Intuitive Surgical
ISRG
+$5.38M

Top Sells

1
+$10.9M
2
+$9.31M
3
+$7.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.52M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$3.29M

Sector Composition

1 Technology 13.97%
2 Consumer Discretionary 10.28%
3 Financials 6.4%
4 Healthcare 2.87%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.52%
49,399
+316
52
$2.21M 0.52%
37,612
-357
53
$2.16M 0.5%
38,185
-184
54
$2.1M 0.49%
22,246
-121
55
$2.06M 0.48%
+17,429
56
$2.06M 0.48%
40,397
+1,985
57
$2.03M 0.47%
+99,192
58
$1.97M 0.46%
10,396
-2,294
59
$1.97M 0.46%
24,745
+2,973
60
$1.96M 0.46%
41,199
+2,109
61
$1.94M 0.45%
24,893
-920
62
$1.92M 0.45%
16,649
-62
63
$1.89M 0.44%
+84,811
64
$1.86M 0.43%
13,391
-22
65
$1.83M 0.43%
19,944
-4,988
66
$1.82M 0.42%
12,942
-28
67
$1.82M 0.42%
39,402
-768
68
$1.75M 0.41%
17,251
-446
69
$1.65M 0.38%
25,221
+54
70
$1.63M 0.38%
24,226
-102
71
$1.62M 0.38%
29,754
+3,101
72
$1.51M 0.35%
23,574
+176
73
$1.5M 0.35%
+22,069
74
$1.4M 0.33%
25,551
+176
75
$1.33M 0.31%
18,558
+154
1 2
3
4 5