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
$429M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$17.4M
3
+$14.6M
4
AMD icon
Advanced Micro Devices
AMD
+$5.78M
5
ISRG icon
Intuitive Surgical
ISRG
+$5.38M

Top Sells

1
+$10.9M
2
+$9.31M
3
+$7.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.52M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$3.29M

Sector Composition

1 Technology 13.97%
2 Consumer Discretionary 10.28%
3 Financials 6.4%
4 Healthcare 2.87%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-30,412
102
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-278,455
103
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-12,113
104
– –
-35,178
105
– –
-16,272
106
– –
-15,199
107
– –
-87,215
108
– –
-28,709
109
– –
-48,892
110
– –
-31,793
111
– –
-113,349
1 2 3 4
5