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
$133M
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.75M
3
+$2.72M
4
GD icon
General Dynamics
GD
+$2.66M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.51M

Top Sells

1
+$29.4M
2
+$27.4M
3
+$9.25M
4
NEE icon
NextEra Energy
NEE
+$8.23M
5
MCD icon
McDonald's
MCD
+$7.55M

Sector Composition

1 Financials 9.58%
2 Technology 8.28%
3 Industrials 8.13%
4 Healthcare 7.39%
5 Communication Services 6.55%
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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-28,657
105
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106
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-47,153
107
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-40,098
108
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-122,779
109
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-98,435
110
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-9,009
111
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-111,580
112
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-38,748
113
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-48,144
114
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-6,869
115
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-64,946
116
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-44,865
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-34,284
118
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-4,779
119
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1 2 3 4
5