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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
$720M
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$24M
3
+$21M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$17M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$15.5M

Top Sells

1
+$30.9M
2
+$15.6M
3
+$9.82M
4
NKE icon
Nike
NKE
+$9.57M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.51M

Sector Composition

1 Technology 22.94%
2 Financials 13.66%
3 Consumer Discretionary 5.94%
4 Healthcare 5.65%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-22,330
127
– –
-76,424
128
– –
-58,488
129
– –
-47,180
130
– –
-59,429
131
– –
-182,198
132
– –
-34,808
133
– –
-24,214
134
– –
-1,288
135
– –
-57,443
2 3 4 5
6