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
$316M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.41M
3
+$2.1M
4
CME icon
CME Group
CME
+$1.99M
5
JPM icon
JPMorgan Chase
JPM
+$1.73M

Top Sells

1
+$2.67M
2
+$1.91M
3
+$1.51M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.46M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.36M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 4.98%
3 Financials 4.97%
4 Consumer Staples 4.85%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-41,997
77
– –
-93,115
78
– –
-53,073
79
– –
-17,672
80
– –
-61,458
81
– –
-11,510
82
– –
-27,888
1 2 3
4