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
$603M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$9.6M
3
+$8.61M
4
SHW icon
Sherwin-Williams
SHW
+$7.2M
5
AAPL icon
Apple
AAPL
+$5.89M

Top Sells

1
+$28.2M
2
+$3.37M
3
+$1.52M
4
MCD icon
McDonald's
MCD
+$780K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$590K

Sector Composition

1 Technology 19.45%
2 Consumer Discretionary 7.5%
3 Financials 6.89%
4 Healthcare 5.93%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.2%
18,236
-752
102
$1.18M 0.2%
+6,000
103
$1.14M 0.19%
22,560
-132
104
$1.13M 0.19%
13,970
-125
105
$1.06M 0.18%
13,043
-159
106
$1.02M 0.17%
7,494
+356
107
$1M 0.17%
39,114
+1,407
108
$950K 0.16%
18,364
+621
109
$910K 0.15%
10,055
+345
110
$910K 0.15%
+15,817
111
$910K 0.15%
+20,000
112
$890K 0.15%
8,748
+329
113
$890K 0.15%
+5,000
114
$880K 0.15%
7,506
+327
115
$880K 0.15%
+25,000
116
$870K 0.14%
+20,000
117
$850K 0.14%
+22,515
118
$820K 0.14%
12,089
-143
119
$800K 0.13%
8,395
+417
120
$800K 0.13%
13,050
+690
121
$800K 0.13%
7,074
-3,944
122
$760K 0.13%
26,024
+1,488
123
$750K 0.12%
17,750
-353
124
$750K 0.12%
20,656
-288
125
$740K 0.12%
8,754
+488
3 4
5
6 7