We are live on ! Find out more
JWM

Jackson Wealth Management Portfolio holdings

AUM $972M
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.58M
3
+$3.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.17M
5
TSM icon
TSMC
TSM
+$2.8M

Top Sells

1
+$3.85M
2
+$3.34M
3
+$2.47M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.14M
5
NEE icon
NextEra Energy
NEE
+$1.81M

Sector Composition

1 Technology 26.41%
2 Financials 8.55%
3 Communication Services 3.89%
4 Industrials 2.87%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.33%
117,166
+1,978
52
$3.27M 0.33%
50,389
+439
53
$3.24M 0.32%
22,984
+1,227
54
$2.96M 0.3%
43,445
+1,188
55
$2.58M 0.26%
+26,114
56
$2.47M 0.25%
12,125
+249
57
$2.46M 0.25%
32,116
+795
58
$2.44M 0.24%
7,361
+173
59
$2.22M 0.22%
6,670
+749
60
$1.78M 0.18%
11,559
-3,064
61
$1.64M 0.16%
20,502
+162
62
$1.57M 0.16%
17,203
-227
63
$1.52M 0.15%
28,716
+1,480
64
$1.46M 0.15%
3,613
-68
65
$1.12M 0.11%
3,425
+361
66
$1.06M 0.11%
2,801
67
$1.01M 0.1%
9,773
-5,315
68
$977K 0.1%
8,666
69
$925K 0.09%
5,229
+140
70
$861K 0.09%
6,370
+263
71
$692K 0.07%
3,794
-303
72
$672K 0.07%
+5,598
73
$655K 0.07%
+2,024
74
$647K 0.06%
+2,742
75
$585K 0.06%
4,880
-110
1 2
3
4 5