JWM
Jackson Wealth Management Portfolio holdings
AUM
$919M
This Quarter Return
+9.01%
1 Year Return
+17.78%
3 Year Return
+66.81%
5 Year Return
+142.81%
10 Year Return
+401.05%
AUM
$760M
AUM Growth
+$760M
(+8.6%)
Cap. Flow
+$1.62M
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
52.64%
Holding
171
New
15
Increased
39
Reduced
69
Closed
24
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$27.7M |
| 2 |
iShares Morningstar US Equity ETF
ILCB
|
$9.95M |
| 3 |
Vanguard Growth ETF
VUG
|
$9.1M |
| 4 |
iShares S&P 100 ETF
OEF
|
$4.85M |
| 5 |
United Rentals
URI
|
$4.32M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.6M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$5.3M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$4.76M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.53M |
| 5 |
Air Products & Chemicals
APD
|
$1.86M |
Sector Composition
| 1 | Technology | 19.49% |
| 2 | Financials | 6.64% |
| 3 | Industrials | 3.63% |
| 4 | Healthcare | 3.43% |
| 5 | Consumer Staples | 2.19% |
