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
$823M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$5.02M
3
+$4.98M
4
TSM icon
TSMC
TSM
+$3.87M
5
ORCL icon
Oracle
ORCL
+$3.45M

Top Sells

1
+$37.3M
2
+$8.55M
3
+$7.93M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.78M
5
LLY icon
Eli Lilly
LLY
+$4.84M

Sector Composition

1 Technology 22.16%
2 Financials 8.89%
3 Healthcare 3.22%
4 Consumer Staples 2.77%
5 Communication Services 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.4%
3,471
+19
52
$3.19M 0.39%
26,328
+163
53
$2.81M 0.34%
4,622
-87
54
$2.77M 0.34%
21,485
+273
55
$2.51M 0.31%
+77,603
56
$2.27M 0.28%
49,538
+18,548
57
$2.25M 0.27%
32,372
-91
58
$2.2M 0.27%
23,749
-580
59
$2.11M 0.26%
20,575
+7,656
60
$2.04M 0.25%
11,954
-226
61
$2.02M 0.25%
6,474
+2,150
62
$2.01M 0.24%
7,457
-1,718
63
$1.68M 0.2%
2,896
+659
64
$1.68M 0.2%
+9,827
65
$1.37M 0.17%
23,240
+1,174
66
$1.35M 0.16%
3,677
+4
67
$1.34M 0.16%
15,300
+926
68
$1.26M 0.15%
17,430
69
$1.03M 0.13%
8,666
70
$890K 0.11%
2,801
71
$842K 0.1%
3,065
72
$698K 0.08%
4,981
+27
73
$677K 0.08%
5,952
+460
74
$562K 0.07%
2,169
+1,134
75
$522K 0.06%
+3,939
1 2
3
4 5