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JWM

Jackson Wealth Management Portfolio holdings

AUM $972M
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$466M
AUM Growth
-$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$965K
3
+$915K
4
JPM icon
JPMorgan Chase
JPM
+$195K

Top Sells

1
+$23M
2
+$18.4M
3
+$16.4M
4
AVGO icon
Broadcom
AVGO
+$10.9M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.95M

Sector Composition

1 Technology 23.1%
2 Financials 7.22%
3 Healthcare 3.18%
4 Industrials 3.03%
5 Consumer Staples 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.04%
600
77
$201K 0.04%
+996
78
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81
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-4,625
82
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83
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84
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-21,825
85
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86
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4