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
$508M
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$21.5M
3
+$18.7M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$17.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.1M

Top Sells

1
+$1.26M
2
+$954K
3
+$763K
4
VZ icon
Verizon
VZ
+$567K
5
IPG
Interpublic Group of Companies
IPG
+$553K

Sector Composition

1 Technology 21.55%
2 Healthcare 9.27%
3 Financials 7.04%
4 Utilities 4.4%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.49%
9,303
+5,740
52
$2.3M 0.45%
52,612
+30,935
53
$2.17M 0.43%
4,779
+2,875
54
$2.16M 0.43%
17,572
+11,044
55
$2.15M 0.42%
+20,117
56
$2.1M 0.41%
28,074
+17,885
57
$2.1M 0.41%
28,018
+17,220
58
$2.05M 0.4%
+14,190
59
$1.99M 0.39%
71,635
+43,950
60
$1.9M 0.37%
51,790
+32,680
61
$1.89M 0.37%
11,313
+6,505
62
$1.61M 0.32%
31,485
+18,565
63
$1.58M 0.31%
21,911
+12,246
64
$1.57M 0.31%
18,115
+11,575
65
$1.53M 0.3%
27,994
+18,272
66
$1.52M 0.3%
18,612
+11,988
67
$1.46M 0.29%
16,356
+10,449
68
$1.44M 0.28%
64,974
+38,982
69
$1.41M 0.28%
4,880
+3,187
70
$1.4M 0.28%
20,269
+13,271
71
$1.26M 0.25%
5,582
+3,585
72
$1.2M 0.24%
10,715
+6,602
73
$1.18M 0.23%
+22,102
74
$1.1M 0.22%
22,349
+13,947
75
$1.03M 0.2%
3,732
+2,540
1 2
3
4 5