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
$790M
AUM Growth
+$782M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.8M
3
+$10.3M
4
AMZN icon
Amazon
AMZN
+$7.04M
5
OEF icon
iShares S&P 100 ETF
OEF
+$6.7M

Top Sells

1
+$15.7M
2
+$7.97M
3
+$5.89M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$562K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$312K

Sector Composition

1 Technology 31.57%
2 Consumer Discretionary 8.58%
3 Financials 6.5%
4 Communication Services 6.21%
5 Healthcare 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.42M 0.56%
32,631
+711
52
$4.4M 0.56%
+7,743
53
$4.38M 0.55%
+9,553
54
$4.28M 0.54%
14,402
+353
55
$4.25M 0.54%
55,491
+154
56
$4.08M 0.52%
34,847
+440
57
$4.04M 0.51%
15,832
+218
58
$4.04M 0.51%
18,869
+149
59
$4M 0.51%
16,219
+173
60
$3.99M 0.5%
49,080
+119
61
$3.81M 0.48%
31,664
+974
62
$3.79M 0.48%
156,186
+4,898
63
$3.69M 0.47%
18,776
+179
64
$3.6M 0.46%
34,340
+294
65
$3.53M 0.45%
14,490
+208
66
$3.49M 0.44%
67,189
+1,566
67
$3.46M 0.44%
+166,700
68
$3.36M 0.43%
56,933
+1,637
69
$3.35M 0.42%
24,572
+258
70
$3.33M 0.42%
11,372
+171
71
$3.22M 0.41%
52,928
+329
72
$3.13M 0.4%
+9,748
73
$2.99M 0.38%
17,502
+543
74
$2.88M 0.36%
48,574
+191
75
$2.76M 0.35%
+24,214
1 2
3
4 5