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

Top Sells

1 +$51.8M
2 +$32M
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
in Stake
Capital Flow
151
-2,250
152
-10,210
153
-34,614
154
-587,990
155
-18,554
156
-10,000
157
-3,000