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
$466M
AUM Growth
-$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.03M
3
+$985K
4
JPM icon
JPMorgan Chase
JPM
+$201K

Top Sells

1
+$24.3M
2
+$19.1M
3
+$18.6M
4
AVGO icon
Broadcom
AVGO
+$12.4M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$8.26M

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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85
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86
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-13,237
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88
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-32,925
89
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-1,146
1 2 3
4