JWM

Jackson Wealth Management Portfolio holdings

AUM $1.03B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$919M
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.63M
3
+$4.25M
4
META icon
Meta Platforms (Facebook)
META
+$4.05M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.5M

Top Sells

1
+$17.9M
2
+$6.27M
3
+$6.15M
4
IAK icon
iShares US Insurance ETF
IAK
+$5.02M
5
WMB icon
Williams Companies
WMB
+$4.72M

Sector Composition

1 Technology 24.97%
2 Financials 8.64%
3 Communication Services 3.36%
4 Industrials 2.73%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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110
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111
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115
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5