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
$477M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$7.23M
3
+$6.77M
4
LMT icon
Lockheed Martin
LMT
+$4.03M
5
AMGN icon
Amgen
AMGN
+$3.99M

Top Sells

1
+$28.4M
2
+$22.8M
3
+$6.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$5.2M

Sector Composition

1 Technology 15.13%
2 Financials 7.72%
3 Healthcare 5.3%
4 Consumer Discretionary 4.43%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.82M 0.59%
+19,472
52
$2.78M 0.58%
+69,014
53
$2.76M 0.58%
29,180
+7,682
54
$2.75M 0.58%
+51,221
55
$2.72M 0.57%
47,714
+8,335
56
$2.65M 0.56%
23,242
+4,212
57
$2.47M 0.52%
19,156
+4,797
58
$2.4M 0.5%
17,531
+4,545
59
$2.32M 0.49%
+66,648
60
$2.29M 0.48%
49,393
+3,699
61
$2.18M 0.46%
18,516
-396
62
$2.09M 0.44%
+7,143
63
$2.07M 0.43%
12,860
+203
64
$2.04M 0.43%
+12,264
65
$1.99M 0.42%
24,891
+558
66
$1.99M 0.42%
+9,254
67
$1.92M 0.4%
25,324
+697
68
$1.89M 0.4%
17,938
+7,097
69
$1.83M 0.38%
10,745
+241
70
$1.79M 0.37%
+16,919
71
$1.78M 0.37%
38,482
+15,992
72
$1.74M 0.36%
+6,601
73
$1.74M 0.36%
51,172
+15,558
74
$1.72M 0.36%
+11,456
75
$1.69M 0.35%
+16,800
1 2
3
4 5