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JWM

Jackson Wealth Management Portfolio holdings

AUM $972M
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.25M
AUM Growth
-$782M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.87M
3
+$4.33M
4
NEE icon
NextEra Energy
NEE
+$4.23M
5
CRM icon
Salesforce
CRM
+$3.97M

Top Sells

1
+$131M
2
+$31.1M
3
+$19.3M
4
SHW icon
Sherwin-Williams
SHW
+$16.3M
5
AMZN icon
Amazon
AMZN
+$13.3M

Sector Composition

1 Communication Services 22.95%
2 Consumer Discretionary 21.65%
3 Technology 19.31%
4 Financials 9.28%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
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105
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106
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107
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-477,660
108
$0 ﹤0.01%
+25,000
109
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-40,000
110
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-3,430
111
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112
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113
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114
$0 ﹤0.01%
+33,100
115
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-19,668
116
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117
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118
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119
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-8,907
120
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121
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$0 ﹤0.01%
542
+96
123
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125
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2 3 4
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