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
$358M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.82M
2 +$2.16M
3 +$1.96M
4
TXN icon
Texas Instruments
TXN
+$1.58M
5
EA icon
Electronic Arts
EA
+$1.52M

Top Sells

1 +$6.36M
2 +$4.31M
3 +$3.37M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.01M
5
PM icon
Philip Morris
PM
+$2.08M

Sector Composition

1 Technology 9.81%
2 Financials 7.72%
3 Consumer Staples 3.45%
4 Consumer Discretionary 3.34%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-86,795
102
-12,089
103
-11,489
104
-10,952