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
$477M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$7.23M
3
+$6.77M
4
LMT icon
Lockheed Martin
LMT
+$4.03M
5
AMGN icon
Amgen
AMGN
+$3.99M

Top Sells

1
+$28.4M
2
+$22.8M
3
+$6.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$5.2M

Sector Composition

1 Technology 15.13%
2 Financials 7.72%
3 Healthcare 5.3%
4 Consumer Discretionary 4.43%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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