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JWM

Jackson Wealth Management Portfolio holdings

AUM $972M
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.25M
3
+$4.45M
4
LAD icon
Lithia Motors
LAD
+$3.35M
5
DDOG icon
Datadog
DDOG
+$2.99M

Top Sells

1
+$16.4M
2
+$6.74M
3
+$4.32M
4
ICE icon
Intercontinental Exchange
ICE
+$3.09M
5
LMT icon
Lockheed Martin
LMT
+$2.34M

Sector Composition

1 Technology 30.58%
2 Consumer Discretionary 10.13%
3 Materials 5.43%
4 Financials 4.66%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$215K 0.03%
+40,000
127
$208K 0.03%
+2,250
128
$83K 0.01%
+1,000
129
– –
-30,788
130
– –
-11,073
131
– –
-30,911
132
– –
-39,996
133
– –
-28,071
134
– –
-6,687
135
– –
-30,000
136
– –
-10,000
137
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-20,119
138
– –
-42
139
– –
-10,241
140
– –
-2,000
141
– –
-15,000
2 3 4 5
6