JWM
Jackson Wealth Management Portfolio holdings
AUM
$919M
This Quarter Return
-2%
1 Year Return
+17.78%
3 Year Return
+66.81%
5 Year Return
+142.81%
10 Year Return
+401.05%
AUM
$699M
AUM Growth
+$699M
(+2.7%)
Cap. Flow
+$40.2M
Cap. Flow
% of AUM
5.75%
Top 10 Holdings %
Top 10 Hldgs %
55.26%
Holding
179
New
49
Increased
61
Reduced
22
Closed
23
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$14M |
| 2 |
iShares US Technology ETF
IYW
|
$4.44M |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
$4.14M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$4.12M |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
$3.07M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$17.8M |
| 2 |
SPDR S&P Semiconductor ETF
XSD
|
$4.63M |
| 3 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
$3.6M |
| 4 |
ALPS International Sector Dividend Dogs ETF
IDOG
|
$3.4M |
| 5 |
Nexstar Media Group
NXST
|
$1.75M |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 6.6% |
| 3 | Healthcare | 3.69% |
| 4 | Industrials | 3.24% |
| 5 | Consumer Staples | 2.11% |
