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
$256M
AUM Growth
-$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$4.19M
3
+$2.22M
4
ETN icon
Eaton
ETN
+$2.07M
5
INTC icon
Intel
INTC
+$1.85M

Top Sells

1
+$7.31M
2
+$6.48M
3
+$4.58M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.9M
5
KKR icon
KKR & Co
KKR
+$3.44M

Sector Composition

1 Technology 7.17%
2 Healthcare 4.54%
3 Consumer Staples 4.06%
4 Consumer Discretionary 3.97%
5 Utilities 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,412
77
– –
-15,196
78
– –
-33,126
79
– –
-76,187
80
– –
-23,141
1 2 3
4