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

Top Buys

1
+$8.44M
2
+$4.04M
3
+$2.26M
4
ETN icon
Eaton
ETN
+$2.01M
5
INTC icon
Intel
INTC
+$1.8M

Top Sells

1
+$7.31M
2
+$6.53M
3
+$4.58M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.93M
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
– –
-33,126
77
– –
-76,187
78
– –
-23,141
79
– –
-83,898
80
– –
-194,044
1 2 3
4