JWM

Jackson Wealth Management Portfolio holdings

AUM $919M
1-Year Return 17.78%
This Quarter Return
-8.15%
1 Year Return
+17.78%
3 Year Return
+66.81%
5 Year Return
+142.81%
10 Year Return
+401.05%
AUM
$334M
AUM Growth
-$141M
Cap. Flow
-$87M
Cap. Flow %
-26.06%
Top 10 Hldgs %
46.54%
Holding
104
New
17
Increased
10
Reduced
52
Closed
23
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ANDV
101
DELISTED
Andeavor
ANDV
-12,919
Closed -$1.98M
SHW icon
102
Sherwin-Williams
SHW
$91.2B
-33,990
Closed -$5.16M
SKYY icon
103
First Trust Cloud Computing ETF
SKYY
$3.05B
-42,971
Closed -$2.44M
SPMD icon
104
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
-111,921
Closed -$4.05M