JWM

Jackson Wealth Management Portfolio holdings

AUM $1B
1-Year Est. Return 23.48%
This Quarter Est. Return
1 Year Est. Return
+23.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.55M
3
+$3.71M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.07M

Top Sells

1
+$7.23M
2
+$5.46M
3
+$3.89M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.63M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.53M

Sector Composition

1 Financials 6.84%
2 Consumer Discretionary 5.36%
3 Healthcare 5.36%
4 Consumer Staples 4.41%
5 Technology 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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142
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