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
$563M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.5M
3
+$8.86M
4
AMZN icon
Amazon
AMZN
+$7.77M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.7M

Top Sells

1
+$24.5M
2
+$13.5M
3
+$12.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.53M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.39M

Sector Composition

1 Technology 21.38%
2 Consumer Discretionary 10.19%
3 Healthcare 5.04%
4 Materials 4.97%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.53%
+3,000
52
$2.76M 0.49%
+12,854
53
$2.61M 0.46%
+50,687
54
$2.61M 0.46%
28,595
+1,620
55
$2.48M 0.44%
31,015
+1,805
56
$2.39M 0.43%
26,187
-8,525
57
$2.39M 0.42%
26,070
+1,707
58
$2.31M 0.41%
9,858
+706
59
$2.24M 0.4%
15,018
+1,877
60
$2.16M 0.38%
39,345
+2,120
61
$2.15M 0.38%
27,966
+644
62
$2.14M 0.38%
15,222
+950
63
$2.14M 0.38%
27,676
+1,733
64
$2.09M 0.37%
34,995
+2,947
65
$2.06M 0.37%
22,307
+1,304
66
$2.06M 0.37%
19,669
-22,574
67
$1.98M 0.35%
8,182
+546
68
$1.95M 0.35%
11,146
+754
69
$1.92M 0.34%
42,983
+2,499
70
$1.88M 0.33%
41,997
+2,448
71
$1.77M 0.32%
4,379
+563
72
$1.77M 0.31%
24,027
+1,680
73
$1.71M 0.3%
6,011
+817
74
$1.7M 0.3%
7,292
+573
75
$1.7M 0.3%
15,340
-50
1 2
3
4 5