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
$823M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$5.02M
3
+$4.98M
4
TSM icon
TSMC
TSM
+$3.87M
5
ORCL icon
Oracle
ORCL
+$3.45M

Top Sells

1
+$37.3M
2
+$8.55M
3
+$7.93M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.78M
5
LLY icon
Eli Lilly
LLY
+$4.84M

Sector Composition

1 Technology 22.16%
2 Financials 8.89%
3 Healthcare 3.22%
4 Consumer Staples 2.77%
5 Communication Services 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-3,213
102
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-16,822
103
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-4,424
104
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-439
105
– –
-11,145
106
– –
-1,996
107
– –
-11,019
108
– –
-9,182
109
– –
-29,719
110
– –
-3,502
1 2 3 4
5