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
$133M
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.75M
3
+$2.72M
4
GD icon
General Dynamics
GD
+$2.66M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.51M

Top Sells

1
+$29.4M
2
+$27.4M
3
+$9.25M
4
NEE icon
NextEra Energy
NEE
+$8.23M
5
MCD icon
McDonald's
MCD
+$7.55M

Sector Composition

1 Financials 9.58%
2 Technology 8.28%
3 Industrials 8.13%
4 Healthcare 7.39%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$597K 0.45%
6,093
+2,813
52
$568K 0.43%
+2,611
53
$555K 0.42%
2,424
+457
54
$545K 0.41%
7,082
+2,257
55
$527K 0.4%
37,053
+13,299
56
$527K 0.4%
1,997
+891
57
$522K 0.39%
+2,559
58
$487K 0.37%
2,954
+1,235
59
$480K 0.36%
989
+377
60
$474K 0.36%
14,545
+1,305
61
$471K 0.35%
+3,837
62
$468K 0.35%
+7,771
63
$436K 0.33%
+5,751
64
$407K 0.31%
3,430
65
$391K 0.29%
+7,950
66
$387K 0.29%
+2,716
67
$384K 0.29%
+1,557
68
$339K 0.26%
3,514
-54,826
69
$338K 0.25%
7,529
+1,923
70
$317K 0.24%
3,454
-1,219
71
$292K 0.22%
+12,991
72
$284K 0.21%
+4,583
73
$211K 0.16%
1,360
-77
74
$116K 0.09%
13,237
75
$2.97K ﹤0.01%
+795
1 2
3
4 5