JWM
Jackson Wealth Management Portfolio holdings
AUM
$919M
This Quarter Return
+6.98%
1 Year Return
+17.78%
3 Year Return
+66.81%
5 Year Return
+142.81%
10 Year Return
+401.05%
AUM
$681M
AUM Growth
+$681M
(+412%)
Cap. Flow
+$543M
Cap. Flow
% of AUM
79.77%
Top 10 Holdings %
Top 10 Hldgs %
54.69%
Holding
185
New
54
Increased
27
Reduced
28
Closed
55
Top Buys
| 1 |
Microsoft
MSFT
|
$44.7M |
| 2 |
Apple
AAPL
|
$37.6M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$31.9M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$22.3M |
| 5 |
Broadcom
AVGO
|
$15.1M |
Top Sells
| 1 |
General Dynamics
GD
|
$5.42M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
$2.38M |
| 3 |
Vanguard Energy ETF
VDE
|
$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% |
