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
$882M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$7.93M
3
+$4.73M
4
BSX icon
Boston Scientific
BSX
+$4.27M
5
PAYX icon
Paychex
PAYX
+$3.71M

Top Sells

1
+$4.68M
2
+$4.39M
3
+$4.12M
4
NXPI icon
NXP Semiconductors
NXPI
+$3.94M
5
KO icon
Coca-Cola
KO
+$3.93M

Sector Composition

1 Technology 22.84%
2 Financials 8.69%
3 Healthcare 2.87%
4 Communication Services 2.79%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.36%
31,235
+1,059
52
$3M 0.34%
4,709
+33
53
$2.94M 0.33%
26,165
+1,524
54
$2.72M 0.31%
9,175
+770
55
$2.71M 0.31%
21,212
+1,474
56
$2.32M 0.26%
11,145
-18,964
57
$2.31M 0.26%
24,329
+1,679
58
$2.22M 0.25%
12,180
+16
59
$2.13M 0.24%
32,463
+568
60
$1.96M 0.22%
11,019
+458
61
$1.76M 0.2%
22,066
+518
62
$1.69M 0.19%
+30,990
63
$1.56M 0.18%
12,919
-5,453
64
$1.45M 0.16%
+8,678
65
$1.43M 0.16%
3,673
-2
66
$1.41M 0.16%
3,502
-46
67
$1.32M 0.15%
2,237
-327
68
$1.3M 0.15%
14,374
+5,473
69
$1.22M 0.14%
17,430
70
$1.13M 0.13%
4,324
-1,960
71
$936K 0.11%
2,801
72
$932K 0.11%
8,666
-29,952
73
$888K 0.1%
3,065
+506
74
$714K 0.08%
+4,954
75
$678K 0.08%
+5,492
1 2
3
4 5