JWM
Jackson Wealth Management Portfolio holdings
AUM
$919M
This Quarter Return
-1%
1 Year Return
+17.78%
3 Year Return
+66.81%
5 Year Return
+142.81%
10 Year Return
+401.05%
AUM
$296M
AUM Growth
+$296M
(-4.8%)
Cap. Flow
-$10.7M
Cap. Flow
% of AUM
-3.63%
Top 10 Holdings %
Top 10 Hldgs %
46.42%
Holding
128
New
13
Increased
25
Reduced
63
Closed
23
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$32M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.3M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$7.23M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$3.29M |
| 5 |
Blackstone
BX
|
$2.35M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$31M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$12.3M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$7.04M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$4M |
| 5 |
Omega Healthcare
OHI
|
$2.27M |
Sector Composition
| 1 | Financials | 7.82% |
| 2 | Healthcare | 5.64% |
| 3 | Consumer Discretionary | 4.62% |
| 4 | Consumer Staples | 3.43% |
| 5 | Technology | 3.3% |
