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
$800M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.65M
3
+$3.21M
4
NVDA icon
NVIDIA
NVDA
+$3.02M
5
AMD icon
Advanced Micro Devices
AMD
+$2.94M

Top Sells

1
+$9.95M
2
+$9.76M
3
+$4.24M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.24M
5
MS icon
Morgan Stanley
MS
+$2.62M

Sector Composition

1 Technology 20.77%
2 Financials 6.95%
3 Healthcare 3.82%
4 Industrials 3.13%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.66M 0.33%
+24,175
52
$2.53M 0.32%
4,879
+136
53
$2.49M 0.31%
4,481
+322
54
$2.32M 0.29%
17,012
+3,349
55
$2.27M 0.28%
9,156
+774
56
$2.2M 0.27%
+18,175
57
$2.15M 0.27%
32,925
+1,313
58
$2.03M 0.25%
17,668
-1,000
59
$1.96M 0.24%
3,742
-388
60
$1.88M 0.23%
32,880
+6,399
61
$1.8M 0.23%
12,702
+758
62
$1.64M 0.2%
46,581
-4,431
63
$1.62M 0.2%
28,604
+6,353
64
$1.49M 0.19%
3,555
+46
65
$1.47M 0.18%
8,943
-673
66
$1.46M 0.18%
3,808
+252
67
$1.36M 0.17%
19,234
+4,361
68
$1.15M 0.14%
21,825
+2,472
69
$1.01M 0.13%
8,207
+556
70
$895K 0.11%
4,359
+487
71
$841K 0.11%
2,801
72
$665K 0.08%
2,559
73
$599K 0.07%
+1,233
74
$518K 0.06%
8,601
+651
75
$460K 0.06%
3,384
1 2
3
4