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
$310M
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$4.1M
3
+$3.94M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.81M

Top Sells

1
+$6.83M
2
+$4.51M
3
+$4.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.64M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.5M

Sector Composition

1 Consumer Discretionary 5.66%
2 Financials 5.57%
3 Healthcare 5.02%
4 Consumer Staples 4.59%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
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