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
$667M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$15.4M
3
+$10.6M
4
DDOG icon
Datadog
DDOG
+$8.17M
5
BLK icon
Blackrock
BLK
+$4.42M

Top Sells

1
+$24.9M
2
+$20.4M
3
+$3.95M
4
CZR icon
Caesars Entertainment
CZR
+$3.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.3M

Sector Composition

1 Technology 28.59%
2 Consumer Discretionary 9.83%
3 Materials 5.67%
4 Healthcare 4.57%
5 Financials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.45M 0.52%
15,247
+2,393
52
$3.32M 0.5%
11,809
+1,951
53
$3.19M 0.48%
350,000
-20,400
54
$3.17M 0.48%
+360,000
55
$3.09M 0.46%
30,911
+4,841
56
$3.06M 0.46%
28,156
+1,969
57
$2.95M 0.44%
33,282
+2,267
58
$2.85M 0.43%
9,141
-2,371
59
$2.79M 0.42%
29,763
+2,087
60
$2.58M 0.39%
41,877
+2,532
61
$2.49M 0.37%
5,128
+749
62
$2.42M 0.36%
16,264
+1,042
63
$2.39M 0.36%
14,337
+1,592
64
$2.38M 0.36%
12,343
+1,197
65
$2.35M 0.35%
27,385
+3,358
66
$2.24M 0.34%
45,441
+3,444
67
$2.14M 0.32%
18,308
-1,361
68
$2.07M 0.31%
7,549
+1,538
69
$2.07M 0.31%
39,996
+5,001
70
$2.03M 0.3%
+61,140
71
$2.01M 0.3%
8,694
+1,790
72
$2M 0.3%
17,442
+2,352
73
$1.99M 0.3%
+100,000
74
$1.95M 0.29%
30,788
+2,822
75
$1.93M 0.29%
10,241
+1,951
1 2
3
4 5