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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
$667M
AUM Growth
-$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.6M
3
+$10.2M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$7.5M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$7.48M

Top Sells

1
+$56.8M
2
+$31M
3
+$16.8M
4
DDOG icon
Datadog
DDOG
+$10.8M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$7.67M

Sector Composition

1 Technology 26.77%
2 Consumer Discretionary 11.61%
3 Healthcare 5.45%
4 Financials 4.71%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
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