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
$603M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$9.6M
3
+$8.61M
4
SHW icon
Sherwin-Williams
SHW
+$7.2M
5
AAPL icon
Apple
AAPL
+$5.89M

Top Sells

1
+$28.2M
2
+$3.37M
3
+$1.52M
4
MCD icon
McDonald's
MCD
+$780K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$590K

Sector Composition

1 Technology 19.45%
2 Consumer Discretionary 7.5%
3 Financials 6.89%
4 Healthcare 5.93%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.56%
145,280
+5,243
52
$3.38M 0.56%
55,996
+1,814
53
$3.35M 0.56%
19,841
+369
54
$3.32M 0.55%
70,485
+1,471
55
$3.27M 0.54%
17,860
+329
56
$3.16M 0.52%
102,136
+6,027
57
$3.12M 0.52%
57,850
+596
58
$3.06M 0.51%
27,586
+440
59
$3.06M 0.51%
+502,000
60
$3.05M 0.51%
48,788
+1,074
61
$3.02M 0.5%
52,441
+1,220
62
$3.01M 0.5%
20,314
+1,158
63
$2.9M 0.48%
29,846
+666
64
$2.76M 0.46%
68,238
+1,590
65
$2.68M 0.44%
12,539
+275
66
$2.61M 0.43%
19,598
-3,644
67
$2.5M 0.41%
9,610
+356
68
$2.46M 0.41%
41,457
-6,576
69
$2.41M 0.4%
18,841
+325
70
$2.39M 0.4%
32,580
+16,000
71
$2.32M 0.39%
51,125
+1,732
72
$2.32M 0.39%
26,734
-4,403
73
$2.3M 0.38%
12,974
+114
74
$2.26M 0.38%
24,983
+92
75
$2.18M 0.36%
31,883
-140
1 2
3
4 5