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
$8.25M
AUM Growth
-$782M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$72.3K
2
+$55.1K
3
+$52K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$50.3K
5
ADI icon
Analog Devices
ADI
+$42K

Top Sells

1
+$31.1M
2
+$16.3M
3
+$12.8M
4
AMD icon
Advanced Micro Devices
AMD
+$10.7M
5
TWLO icon
Twilio
TWLO
+$9.42M

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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104
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$0 ﹤0.01%
+25,000
108
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109
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110
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111
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114
$0 ﹤0.01%
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115
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$0 ﹤0.01%
542
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123
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125
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2 3 4
5
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