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
$409M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.07M
3
+$6.04M
4
AMD icon
Advanced Micro Devices
AMD
+$4.59M
5
OLED icon
Universal Display
OLED
+$4.59M

Top Sells

1
+$5.96M
2
+$4.09M
3
+$2.92M
4
KAR icon
Openlane
KAR
+$1.5M
5
SIX
Six Flags Entertainment Corp.
SIX
+$1.39M

Sector Composition

1 Technology 18.05%
2 Financials 6.93%
3 Consumer Staples 3.51%
4 Healthcare 3.32%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.56%
39,914
+1,092
52
$2.27M 0.56%
13,638
-656
53
$2.24M 0.55%
20,426
-1,651
54
$2.23M 0.55%
106,687
+4,572
55
$2.06M 0.5%
38,779
+1,064
56
$2.04M 0.5%
12,777
-105
57
$2.03M 0.5%
25,517
+898
58
$2.01M 0.49%
12,688
+303
59
$1.96M 0.48%
25,295
+769
60
$1.95M 0.48%
41,545
+787
61
$1.94M 0.47%
24,298
-126
62
$1.93M 0.47%
+13,797
63
$1.87M 0.46%
18,430
+445
64
$1.75M 0.43%
24,616
-177
65
$1.73M 0.42%
28,891
+422
66
$1.6M 0.39%
11,809
+350
67
$1.51M 0.37%
10,471
-138
68
$1.47M 0.36%
10,477
+174
69
$1.44M 0.35%
18,888
+221
70
$1.42M 0.35%
16,709
-106
71
$1.41M 0.34%
11,254
-252
72
$1.39M 0.34%
+34,524
73
$1.37M 0.33%
+25,450
74
$1.3M 0.32%
24,191
+660
75
$1.17M 0.29%
12,466
1 2
3
4