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
$882M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$7.93M
3
+$4.73M
4
BSX icon
Boston Scientific
BSX
+$4.27M
5
PAYX icon
Paychex
PAYX
+$3.71M

Top Sells

1
+$4.68M
2
+$4.39M
3
+$4.12M
4
NXPI icon
NXP Semiconductors
NXPI
+$3.94M
5
KO icon
Coca-Cola
KO
+$3.93M

Sector Composition

1 Technology 22.84%
2 Financials 8.69%
3 Healthcare 2.87%
4 Communication Services 2.79%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,360
102
– –
-54,632
103
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-6,037
104
– –
-9,217
105
– –
-128
106
– –
-8,355
107
– –
-1,678
108
– –
-2,768
109
– –
-4,072
110
– –
-151,529
1 2 3 4
5