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
$8.25M
AUM Growth
-$782M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$72.3K
2 +$55.1K
3 +$52K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$50.3K
5
ADI icon
Analog Devices
ADI
+$42K

Top Sells

1 +$31.1M
2 +$16.3M
3 +$12.8M
4
AMD icon
Advanced Micro Devices
AMD
+$10.7M
5
TWLO icon
Twilio
TWLO
+$9.42M

Sector Composition

1 Communication Services 22.95%
2 Consumer Discretionary 21.65%
3 Technology 19.31%
4 Financials 9.28%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$6K 0.07%
32,643
+576
77
$6K 0.07%
24,766
+607
78
$5K 0.06%
14,846
+11,522
79
$4K 0.05%
23,643
-95,492
80
$4K 0.05%
48,413
+653
81
$4K 0.05%
18,339
+15,011
82
$3K 0.04%
27,117
+21,607
83
$3K 0.04%
151,288
+67,589
84
$1K 0.01%
10,021
+583
85
$1K 0.01%
10,627
-340
86
-65,044
87
-5,098
88
-5,775
89
-11,415
90
-9,186
91
-10,125
92
$0 ﹤0.01%
542
+96
93
-3,017
94
-9,657
95
-8,907
96
-23,901
97
-3,300
98
-3,783
99
-9,834
100
$0 ﹤0.01%
+33,100