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
$272M
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$5.68M
3
+$4.66M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.41M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$4.01M

Top Sells

1
+$33.9M
2
+$33.5M
3
+$25.8M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$22.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.3M

Sector Composition

1 Technology 27.86%
2 Healthcare 10.99%
3 Financials 10.48%
4 Industrials 6.67%
5 Utilities 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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