JWM
Jackson Wealth Management Portfolio holdings
AUM
$1B
1-Year Est. Return
23.48%
1 Year Est. Return
+23.48%
AUM
$919M
AUM Growth
+$95.7M
(+12%)
Holding
202
Top Buys
| 1 | +$17.5M | |
| 2 | +$8.47M | |
| 3 | +$4.84M | |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$4.72M |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$3.94M |
Top Sells
| 1 | +$19.4M | |
| 2 | +$6.83M | |
| 3 | +$6.26M | |
| 4 |
iShares US Insurance ETF
IAK
|
+$5.02M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Advanced Micro Devices
AMD
$323B
| – | – |
-20,575
|
|
||
102
Amgen
AMGN
$176B
| – | – |
-6,474
|
|
||
103
Arista Networks
ANET
$154B
| – | – |
-5,485
|
|
||
104
Edison International
EIX
$22.4B
| – | – |
-23,240
|
|
||
|
FISV
105
Fiserv Inc
FISV
$36.4B
| – | – |
-2,281
|
|
||
106
Goldman Sachs
GS
$262B
| – | – |
-855
|
|
||
|
107
iShares US Insurance ETF
IAK
$500M
| – | – |
-36,428
|
|
||
108
Intuitive Surgical
ISRG
$197B
| – | – |
-1,040
|
|
||
109
Morgan Stanley
MS
$281B
| – | – |
-4,060
|
|
||
110
RTX Corp
RTX
$241B
| – | – |
-3,939
|
|
||
111
T-Mobile US
TMUS
$221B
| – | – |
-1,734
|
|
||
112
UnitedHealth
UNH
$300B
| – | – |
-549
|
|
||
|
113
Williams Companies
WMB
$71.3B
| – | – |
-78,924
|
|
||
114
W.P. Carey
WPC
$14.2B
| – | – |
-5,233
|
|
||
|
ZOM
115
DELISTED
Zomedica Corp.
ZOM
| – | – |
-142,857
|
|