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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
$1B
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.58M
3
+$3.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.17M
5
TSM icon
TSMC
TSM
+$2.8M

Top Sells

1
+$3.85M
2
+$3.34M
3
+$2.47M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.14M
5
NEE icon
NextEra Energy
NEE
+$1.81M

Sector Composition

1 Technology 26.41%
2 Financials 8.55%
3 Communication Services 3.89%
4 Industrials 2.87%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$556K 0.06%
904
-103
77
$553K 0.06%
+2,034
78
$550K 0.06%
+2,805
79
$550K 0.06%
3,384
80
$523K 0.05%
+4,623
81
$521K 0.05%
+7,571
82
$521K 0.05%
+2,400
83
$519K 0.05%
+3,207
84
$508K 0.05%
+2,594
85
$507K 0.05%
+1,541
86
$489K 0.05%
+1,559
87
$485K 0.05%
+676
88
$462K 0.05%
+15,966
89
$445K 0.04%
+4,614
90
$401K 0.04%
2,416
-130
91
$398K 0.04%
3,214
+171
92
$354K 0.04%
+5,233
93
$349K 0.03%
1,107
-1,790
94
$330K 0.03%
432
95
$252K 0.03%
1,360
96
$247K 0.02%
696
-123
97
$236K 0.02%
9,182
98
$232K 0.02%
3,191
-640
99
$230K 0.02%
6,243
-1,264
100
$222K 0.02%
600
1 2 3
4
5