JWM
Jackson Wealth Management Portfolio holdings
AUM
$919M
This Quarter Return
+3.78%
1 Year Return
+17.78%
3 Year Return
+66.81%
5 Year Return
+142.81%
10 Year Return
+401.05%
AUM
$307M
AUM Growth
–
Cap. Flow
+$307M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.35%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$30M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$27M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$13.2M |
| 4 |
Invesco QQQ Trust
QQQ
|
$11.8M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$10.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 6.61% |
| 2 | Financials | 5.6% |
| 3 | Consumer Staples | 4.92% |
| 4 | Energy | 4.9% |
| 5 | Healthcare | 4.33% |
