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
$681M
AUM Growth
+$548M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$37.6M
3
+$31.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.3M
5
AVGO icon
Broadcom
AVGO
+$15.1M

Top Sells

1
+$5.42M
2
+$2.38M
3
+$2.28M
4
SRE icon
Sempra
SRE
+$2.09M
5
COWZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$120K 0.02%
13,237
102
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-795
103
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-19,980
104
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-27,588
105
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-11,193
106
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-21,376
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-14,545
108
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-7,529
109
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-55,065
110
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-17,588
111
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-3,959
112
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-2,954
113
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-39,263
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-50,435
115
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-12,991
116
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-23,730
117
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-23,580
118
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-37,053
119
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-8,751
1 2 3 4
5