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JWM

Jackson Wealth Management Portfolio holdings

AUM $972M
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.58M
3
+$3.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.17M
5
TSM icon
TSMC
TSM
+$2.8M

Top Sells

1
+$3.85M
2
+$3.34M
3
+$2.47M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.14M
5
NEE icon
NextEra Energy
NEE
+$1.81M

Sector Composition

1 Technology 26.41%
2 Financials 8.55%
3 Communication Services 3.89%
4 Industrials 2.87%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.02%
+3,482
102
$50K 0.01%
+639,510
103
– –
-1,307
104
– –
-30,113
105
– –
-1,278
106
– –
-2,432
107
– –
-7,393
108
– –
-915
109
– –
-2,115
110
– –
-4,747
111
– –
-2,264
112
– –
-75,972
113
– –
-191
114
– –
-2,930
115
– –
-26,125
116
– –
-2,375
117
– –
-26,459
118
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-3,147
119
– –
-18,682
120
– –
-1,734
121
– –
-3,185
1 2 3 4
5