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
$603M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$9.6M
3
+$8.61M
4
SHW icon
Sherwin-Williams
SHW
+$7.2M
5
AAPL icon
Apple
AAPL
+$5.89M

Top Sells

1
+$28.2M
2
+$3.37M
3
+$1.52M
4
MCD icon
McDonald's
MCD
+$780K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$590K

Sector Composition

1 Technology 19.45%
2 Consumer Discretionary 7.5%
3 Financials 6.89%
4 Healthcare 5.93%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.17M 0.36%
57,474
+6,302
77
$2.16M 0.36%
17,840
-98
78
$2.12M 0.35%
39,620
+1,138
79
$2.08M 0.35%
17,749
+949
80
$2.05M 0.34%
6,616
+15
81
$2.04M 0.34%
12,981
+87
82
$1.95M 0.32%
10,844
+99
83
$1.88M 0.31%
16,836
-83
84
$1.83M 0.3%
25,640
+316
85
$1.82M 0.3%
7,479
+46
86
$1.8M 0.3%
25,436
+312
87
$1.79M 0.3%
6,581
+80
88
$1.76M 0.29%
11,957
+321
89
$1.76M 0.29%
12,101
+645
90
$1.74M 0.29%
14,440
+126
91
$1.66M 0.28%
9,912
+171
92
$1.63M 0.27%
53,030
+740
93
$1.52M 0.25%
+30,000
94
$1.51M 0.25%
13,267
+224
95
$1.44M 0.24%
9,477
+222
96
$1.43M 0.24%
28,450
+1,610
97
$1.37M 0.23%
5,030
+3,800
98
$1.33M 0.22%
6,946
+35
99
$1.31M 0.22%
13,120
+406
100
$1.21M 0.2%
+10,000
2 3
4
5 6