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
$603M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$9.6M
3
+$8.61M
4
SHW icon
Sherwin-Williams
SHW
+$7.2M
5
AAPL icon
Apple
AAPL
+$5.89M

Top Sells

1
+$28.2M
2
+$3.37M
3
+$1.52M
4
MCD icon
McDonald's
MCD
+$780K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$590K

Sector Composition

1 Technology 19.45%
2 Consumer Discretionary 7.5%
3 Financials 6.89%
4 Healthcare 5.93%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$730K 0.12%
6,785
-11
127
$730K 0.12%
3,946
+247
128
$710K 0.12%
+54,000
129
$670K 0.11%
7,070
+450
130
$630K 0.1%
+3,839
131
$630K 0.1%
+14,159
132
$570K 0.09%
6,559
+453
133
$520K 0.09%
+11,000
134
$500K 0.08%
6,779
+633
135
$480K 0.08%
+2,000
136
$470K 0.08%
+10,000
137
$470K 0.08%
12,378
+1,350
138
$420K 0.07%
+2,500
139
$360K 0.06%
+1,887
140
$340K 0.06%
3,430
141
$260K 0.04%
+1,887
142
$230K 0.04%
+1,651
143
$230K 0.04%
3,449
144
$220K 0.04%
+3,000
145
$200K 0.03%
+1,000
146
$200K 0.03%
+1,000
147
$200K 0.03%
+2,300
148
$200K 0.03%
+4,459
149
$150K 0.02%
+25,000
150
$120K 0.02%
+10,000
3 4 5
6
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