JWM
Jackson Wealth Management Portfolio holdings
AUM
$1B
1-Year Est. Return
23.48%
1 Year Est. Return
+23.48%
AUM
$1B
AUM Growth
+$81.1M
(+8.8%)
Holding
184
Top Sells
| 1 | +$3.85M | |
| 2 | +$3.34M | |
| 3 | +$2.47M | |
| 4 |
Monolithic Power Systems
MPWR
|
+$2.14M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Roundhill Generative AI & Technology ETF
CHAT
$752M
| $214K | 0.02% |
+3,482
|
|
||
|
ZOM
102
DELISTED
Zomedica Corp.
ZOM
| $50K | 0.01% |
+639,510
|
|
||
103
Welltower
WELL
$115B
| – | – |
-3,185
|
|
||
104
Tesla
TSLA
$1.43T
| – | – |
-1,734
|
|
||
105
AT&T
T
$187B
| – | – |
-18,682
|
|
||
106
Philip Morris
PM
$243B
| – | – |
-3,147
|
|
||
107
Paychex
PAYX
$45.5B
| – | – |
-26,459
|
|
||
108
ServiceNow
NOW
$186B
| – | – |
-475
|
|
||
|
109
NextEra Energy
NEE
$175B
| – | – |
-26,125
|
|
||
|
110
Monolithic Power Systems
MPWR
$49.2B
| – | – |
-2,930
|
|
||
111
Mercado Libre
MELI
$104B
| – | – |
-191
|
|
||
112
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.23B
| – | – |
-75,972
|
|
||
113
IBM
IBM
$257B
| – | – |
-2,264
|
|
||
114
Gilead Sciences
GILD
$146B
| – | – |
-4,747
|
|
||
115
GE Aerospace
GE
$318B
| – | – |
-2,115
|
|
||
116
Deere & Co
DE
$124B
| – | – |
-915
|
|
||
117
Cisco
CSCO
$273B
| – | – |
-7,393
|
|
||
118
Capital One
COF
$130B
| – | – |
-2,432
|
|
||
119
Charter Communications
CHTR
$34.9B
| – | – |
-1,278
|
|
||
120
Brown & Brown
BRO
$28.8B
| – | – |
-30,113
|
|
||
121
Applovin
APP
$205B
| – | – |
-1,307
|
|