JWM
Jackson Wealth Management Portfolio holdings
AUM
$1.03B
1-Year Est. Return
21.54%
This Fund
S&P 500
1 Year Est. Return
+21.54%
AUM
$681M
AUM Growth
+$548M
(+412%)
Holding
185
Top Buys
| 1 | +$41.1M | |
| 2 | +$33.8M | |
| 3 | +$30.2M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$21.2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$12.7M |
Top Sells
| 1 | +$5.42M | |
| 2 | +$2.38M | |
| 3 | +$2.28M | |
| 4 |
Sempra
SRE
|
+$2.09M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$1.84M |
Sector Composition
| 1 | Technology | 20.25% |
| 2 | Financials | 6.45% |
| 3 | Healthcare | 3.96% |
| 4 | Industrials | 3.46% |
| 5 | Consumer Staples | 2.11% |