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
$563M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.5M
3
+$8.86M
4
AMZN icon
Amazon
AMZN
+$7.77M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.7M

Top Sells

1
+$24.5M
2
+$13.5M
3
+$12.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.53M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$3.39M

Sector Composition

1 Technology 21.38%
2 Consumer Discretionary 10.15%
3 Healthcare 5.04%
4 Materials 4.97%
5 Financials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-55,383
127
– –
-2,872
128
– –
-5,694
129
– –
-3,397
130
– –
-3,067
131
– –
-6,507
132
– –
-8,504
133
– –
-193,431
134
– –
-160,955
2 3 4 5
6