JWM
Jackson Wealth Management Portfolio holdings
AUM
$919M
This Quarter Return
+4.15%
1 Year Return
+17.78%
3 Year Return
+66.81%
5 Year Return
+142.81%
10 Year Return
+401.05%
AUM
$133M
AUM Growth
+$133M
(-51%)
Cap. Flow
-$140M
Cap. Flow
% of AUM
-105.26%
Top 10 Holdings %
Top 10 Hldgs %
23.69%
Holding
175
New
90
Increased
22
Reduced
16
Closed
44
Top Buys
| 1 |
UBS Group
UBS
|
$2.84M |
| 2 |
United Parcel Service
UPS
|
$2.75M |
| 3 |
Visa
V
|
$2.72M |
| 4 |
General Dynamics
GD
|
$2.66M |
| 5 |
Cadence Design Systems
CDNS
|
$2.51M |
Top Sells
| 1 |
Microsoft
MSFT
|
$29.4M |
| 2 |
Apple
AAPL
|
$27.4M |
| 3 |
Lockheed Martin
LMT
|
$9.25M |
| 4 |
NextEra Energy, Inc.
NEE
|
$8.23M |
| 5 |
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% |
