JWM
Jackson Wealth Management Portfolio holdings
AUM
$972M
1-Year Est. Return
22.58%
This Fund
S&P 500
1 Year Est. Return
+22.58%
AUM
$1.03B
AUM Growth
+$26.9M
(+2.7%)
Holding
170
Top Buys
| 1 | +$7.54M | |
| 2 | +$2.38M | |
| 3 | +$2.21M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.79M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$1.19M |
Top Sells
| 1 | +$5.56M | |
| 2 | +$2.65M | |
| 3 | +$1.62M | |
| 4 |
Broadcom
AVGO
|
+$1.15M |
| 5 |
Ameriprise Financial
AMP
|
+$943K |
Sector Composition
| 1 | Technology | 25.71% |
| 2 | Financials | 8.15% |
| 3 | Communication Services | 4.56% |
| 4 | Healthcare | 2.52% |
| 5 | Industrials | 2.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Axon Enterprise
AXON
$30.4B
| – | – |
-676
|
|
||
102
Carnival Corporation Ltd.
CCL
$34.7B
| – | – |
-15,966
|
|
||
103
Constellation Energy
CEG
$99.3B
| – | – |
-1,541
|
|
||
104
DoorDash
DASH
$65B
| – | – |
-2,034
|
|
||
105
Fortinet
FTNT
$86.2B
| – | – |
-66,122
|
|
||
106
Howmet Aerospace
HWM
$109B
| – | – |
-2,805
|
|
||
107
Interactive Brokers
IBKR
$37.9B
| – | – |
-7,571
|
|
||
108
Jabil
JBL
$37.5B
| – | – |
-2,400
|
|
||
109
Palantir
PLTR
$312B
| – | – |
-3,794
|
|