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
$882M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$7.93M
3
+$4.73M
4
BSX icon
Boston Scientific
BSX
+$4.27M
5
PAYX icon
Paychex
PAYX
+$3.71M

Top Sells

1
+$4.68M
2
+$4.39M
3
+$4.12M
4
NXPI icon
NXP Semiconductors
NXPI
+$3.94M
5
KO icon
Coca-Cola
KO
+$3.93M

Sector Composition

1 Technology 22.84%
2 Financials 8.69%
3 Healthcare 2.87%
4 Communication Services 2.79%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$580K 0.07%
3,384
77
$536K 0.06%
1,027
+325
78
$526K 0.06%
+6,959
79
$525K 0.06%
+2,557
80
$506K 0.06%
3,033
+1,453
81
$498K 0.06%
5,590
+1,220
82
$492K 0.06%
4,450
+1,226
83
$489K 0.06%
+4,424
84
$478K 0.05%
1,996
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85
$475K 0.05%
3,213
+886
86
$468K 0.05%
+1,445
87
$465K 0.05%
439
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88
$418K 0.05%
+1,035
89
$404K 0.05%
2,789
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90
$342K 0.04%
677
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91
$328K 0.04%
3,043
92
$285K 0.03%
5,233
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93
$236K 0.03%
983
94
$216K 0.02%
600
95
$208K 0.02%
9,182
-1
96
$69K 0.01%
13,237
97
$17K ﹤0.01%
142,857
98
– –
-15,202
99
– –
-576
100
– –
-695
1 2 3
4
5