JWM

Jackson Wealth Management Portfolio holdings

AUM $1.03B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$5.82M
3
+$3.33M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.22M
5
OEF icon
iShares S&P 100 ETF
OEF
+$3.2M

Top Sells

1
+$6.96M
2
+$5.25M
3
+$4.55M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.22M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.71M

Sector Composition

1 Financials 6.54%
2 Consumer Staples 5.43%
3 Healthcare 4.8%
4 Consumer Discretionary 4.66%
5 Technology 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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