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
$838M
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$23.3M
2 +$20.5M
3 +$13.2M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$8.22M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.86M

Top Sells

1 +$4.62M
2 +$3.42M
3 +$2.55M
4
ADP icon
Automatic Data Processing
ADP
+$2.2M
5
ELV icon
Elevance Health
ELV
+$1.49M

Sector Composition

1 Technology 22.72%
2 Financials 8.23%
3 Industrials 3.47%
4 Healthcare 2.82%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-19,476
102
-2,749
103
-11,261
104
-9,222