JWM
Jackson Wealth Management Portfolio holdings
AUM
$919M
This Quarter Return
+1.86%
1 Year Return
+17.78%
3 Year Return
+66.81%
5 Year Return
+142.81%
10 Year Return
+401.05%
AUM
$477M
AUM Growth
+$477M
(+3.9%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
4.2%
Top 10 Holdings %
Top 10 Hldgs %
40.19%
Holding
137
New
47
Increased
54
Reduced
19
Closed
16
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$8.78M |
| 2 |
Amazon
AMZN
|
$7.23M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.77M |
| 4 |
Lockheed Martin
LMT
|
$4.03M |
| 5 |
Amgen
AMGN
|
$3.99M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$28.4M |
| 2 |
Erie Indemnity
ERIE
|
$22.8M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$6.9M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.28M |
| 5 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$5.2M |
Sector Composition
| 1 | Technology | 15.13% |
| 2 | Financials | 7.72% |
| 3 | Healthcare | 5.3% |
| 4 | Consumer Discretionary | 4.43% |
| 5 | Industrials | 3.47% |
