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
$563M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.5M
3
+$8.86M
4
AMZN icon
Amazon
AMZN
+$7.77M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.7M

Top Sells

1
+$24.5M
2
+$13.5M
3
+$12.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.53M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.39M

Sector Composition

1 Technology 21.38%
2 Consumer Discretionary 10.19%
3 Healthcare 5.04%
4 Materials 4.97%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.29%
6,904
+687
77
$1.65M 0.29%
8,290
+870
78
$1.62M 0.29%
15,090
+1,210
79
$1.55M 0.28%
25,010
+2,480
80
$1.5M 0.27%
15,430
+1,405
81
$1.47M 0.26%
5,482
+603
82
$1.45M 0.26%
41,708
+3,696
83
$1.42M 0.25%
12,745
+1,236
84
$1.34M 0.24%
10,442
+2,283
85
$1.28M 0.23%
41,354
+3,355
86
$1.26M 0.22%
+10,890
87
$1.22M 0.22%
+7,917
88
$1.16M 0.21%
24,201
+5,993
89
$1.15M 0.2%
14,664
+3,563
90
$1.14M 0.2%
27,031
+6,749
91
$1.14M 0.2%
49,134
+5,721
92
$1.14M 0.2%
+6,213
93
$1.12M 0.2%
15,898
+4,140
94
$1.11M 0.2%
11,193
+2,777
95
$1.09M 0.19%
13,409
+3,470
96
$1.08M 0.19%
+15,000
97
$1.04M 0.19%
+10,636
98
$1.03M 0.18%
+3,906
99
$953K 0.17%
11,971
+3,659
100
$947K 0.17%
13,330
+1,830
2 3
4
5 6