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
$8.25M
AUM Growth
-$782M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$72.3K
2
+$55.1K
3
+$52K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$50.3K
5
ADI icon
Analog Devices
ADI
+$42K

Top Sells

1
+$31.1M
2
+$16.3M
3
+$12.8M
4
AMD icon
Advanced Micro Devices
AMD
+$10.7M
5
TWLO icon
Twilio
TWLO
+$9.42M

Sector Composition

1 Communication Services 22.95%
2 Consumer Discretionary 21.65%
3 Technology 19.31%
4 Financials 9.28%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28K 0.34%
71,561
+52,510
52
$25K 0.3%
34,368
+722
53
$24K 0.29%
34,046
+376
54
$23K 0.28%
+13,999
55
$23K 0.28%
34,407
+627
56
$21K 0.25%
105,627
-5,229
57
$20K 0.24%
27,931
-3,020
58
$19K 0.23%
55,337
+428
59
$19K 0.23%
65,623
+2,243
60
$18K 0.22%
48,961
+2,441
61
$18K 0.22%
82,020
-4,953
62
$16K 0.19%
33,183
-285
63
$14K 0.17%
76,980
-1,680
64
$14K 0.17%
44,733
+1,334
65
$13K 0.16%
356,223
-21,594
66
$13K 0.16%
48,383
+932
67
$12K 0.15%
59,114
+30,024
68
$11K 0.13%
55,296
+968
69
$9K 0.11%
57,709
+2,317
70
$9K 0.11%
14,267
+404
71
$8K 0.1%
16,090
+425
72
$7K 0.08%
52,599
-3,862
73
$7K 0.08%
102,006
+3,081
74
$7K 0.08%
17,618
+710
75
$7K 0.08%
155,367
+56,296
1 2
3
4 5