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
$667M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$15.4M
3
+$10.6M
4
DDOG icon
Datadog
DDOG
+$8.17M
5
BLK icon
Blackrock
BLK
+$4.42M

Top Sells

1
+$24.9M
2
+$20.4M
3
+$3.95M
4
CZR icon
Caesars Entertainment
CZR
+$3.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.3M

Sector Composition

1 Technology 28.59%
2 Consumer Discretionary 9.83%
3 Materials 5.67%
4 Healthcare 4.57%
5 Financials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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