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
$508M
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$21.5M
3
+$18.7M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$17.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.1M

Top Sells

1
+$1.26M
2
+$954K
3
+$763K
4
VZ icon
Verizon
VZ
+$567K
5
IPG
Interpublic Group of Companies
IPG
+$553K

Sector Composition

1 Technology 21.55%
2 Healthcare 9.27%
3 Financials 7.04%
4 Utilities 4.4%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K ﹤0.01%
558
-9
102
– –
-5,658
103
– –
-20,099
104
– –
-4,583
105
– –
-4,626
106
– –
-11,181
1 2 3 4
5