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
$667M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$15.4M
3
+$10.6M
4
DDOG icon
Datadog
DDOG
+$8.17M
5
BLK icon
Blackrock
BLK
+$4.42M

Top Sells

1
+$24.9M
2
+$20.4M
3
+$3.95M
4
CZR icon
Caesars Entertainment
CZR
+$3.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.3M

Sector Composition

1 Technology 28.59%
2 Consumer Discretionary 9.83%
3 Materials 5.67%
4 Healthcare 4.57%
5 Financials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.27%
+8,330
77
$1.77M 0.27%
20,920
+7,590
78
$1.76M 0.26%
9,977
+2,060
79
$1.72M 0.26%
18,129
+2,699
80
$1.71M 0.26%
+4,339
81
$1.7M 0.26%
28,071
+3,061
82
$1.64M 0.25%
63,396
+14,262
83
$1.63M 0.24%
46,852
+5,498
84
$1.61M 0.24%
11,111
+669
85
$1.5M 0.22%
+3,000
86
$1.47M 0.22%
+33,366
87
$1.47M 0.22%
11,357
-3,983
88
$1.38M 0.21%
17,404
+1,506
89
$1.36M 0.2%
26,397
+2,196
90
$1.26M 0.19%
10,879
-11
91
$1.22M 0.18%
16,300
+1,636
92
$1.2M 0.18%
+66,480
93
$1.2M 0.18%
29,884
+2,853
94
$1.18M 0.18%
14,961
+1,552
95
$1.18M 0.18%
4,389
+483
96
$1.17M 0.18%
12,112
+1,414
97
$1.17M 0.18%
15,920
+3,600
98
$1.13M 0.17%
+16,324
99
$1.12M 0.17%
13,719
+1,748
100
$1.1M 0.16%
+20,027
2 3
4
5 6