We are live on ! Find out more
JWM

Jupiter Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 32.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.79M
3
+$1.36M
4
AMZN icon
Amazon
AMZN
+$925K
5
AVGO icon
Broadcom
AVGO
+$821K

Top Sells

1
+$819K
2
+$782K
3
+$526K
4
CCI icon
Crown Castle
CCI
+$516K
5
NKE icon
Nike
NKE
+$463K

Sector Composition

1 Technology 26.89%
2 Communication Services 18.15%
3 Financials 14.77%
4 Consumer Discretionary 7.7%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.4T
$38.3M 15.15%
95,198
+1,724
NVDA icon
2
NVIDIA
NVDA
$4.96T
$15.9M 6.28%
70,305
+2,309
AAPL icon
3
Apple
AAPL
$4.27T
$15.7M 6.21%
52,564
+2,834
MSFT icon
4
Microsoft
MSFT
$2.89T
$14.3M 5.65%
35,283
-1,958
AVGO icon
5
Broadcom
AVGO
$1.81T
$12.6M 4.98%
30,224
+2,496
MS icon
6
Morgan Stanley
MS
$339B
$11.1M 4.39%
57,257
+1,569
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$10.9M 4.31%
14,702
+410
AMZN icon
8
Amazon
AMZN
$2.56T
$9.8M 3.87%
36,278
+4,200
BRK.A icon
9
Berkshire Hathaway Class A
BRK.A
$1.05T
$8M 3.16%
11
XLE icon
10
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$5.98M 2.36%
103,808
+6,846
TSM icon
11
TSMC
TSM
$2.2T
$5.8M 2.29%
14,517
MA icon
12
Mastercard
MA
$432B
$4.9M 1.94%
9,992
-999
JNJ icon
13
Johnson & Johnson
JNJ
$579B
$4.77M 1.88%
20,696
META icon
14
Meta Platforms (Facebook)
META
$1.44T
$4.61M 1.82%
7,470
-200
JMST icon
15
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.45B
$4.58M 1.81%
90,000
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.05T
$4.13M 1.63%
8,505
+102
CCK icon
17
Crown Holdings
CCK
$11B
$3.91M 1.54%
39,005
HD icon
18
Home Depot
HD
$327B
$3.9M 1.54%
12,882
-78
AMT icon
19
American Tower
AMT
$87.4B
$3.45M 1.36%
19,838
XMMO icon
20
Invesco S&P MidCap Momentum ETF
XMMO
$7.57B
$2.91M 1.15%
17,300
+500
GS icon
21
Goldman Sachs
GS
$314B
$2.87M 1.13%
3,000
NEA icon
22
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.45B
$2.78M 1.1%
+240,237
ITA icon
23
iShares US Aerospace & Defense ETF
ITA
$14.2B
$2.76M 1.09%
12,249
C icon
24
Citigroup
C
$239B
$2.73M 1.08%
22,000
MPC icon
25
Marathon Petroleum
MPC
$77.2B
$2.49M 0.98%
10,000
1
2 3 4