JWM

Jupiter Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 30.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.48M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$816K

Top Sells

1
+$1.44M
2
+$1.39M
3
+$1.18M
4
LEN icon
Lennar Class A
LEN
+$1.06M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$588K

Sector Composition

1 Technology 25.9%
2 Financials 16.47%
3 Communication Services 16.17%
4 Consumer Discretionary 8.2%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$3.66T
$28.9M 12.86%
93,474
-4,865
MSFT icon
2
Microsoft
MSFT
$2.94T
$15M 6.66%
37,241
+5,014
AAPL icon
3
Apple
AAPL
$3.67T
$13M 5.8%
49,730
+2,192
NVDA icon
4
NVIDIA
NVDA
$4.38T
$12.7M 5.66%
67,996
-635
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$663B
$9.74M 4.34%
14,292
+603
MS icon
6
Morgan Stanley
MS
$246B
$9.36M 4.17%
55,688
+2,613
AVGO icon
7
Broadcom
AVGO
$1.53T
$9.18M 4.09%
27,728
+3,703
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.06T
$8.24M 3.67%
11
AMZN icon
9
Amazon
AMZN
$2.23T
$6.4M 2.85%
32,078
+5,295
MA icon
10
Mastercard
MA
$444B
$5.8M 2.58%
10,991
+850
TSM icon
11
TSMC
TSM
$1.75T
$5.34M 2.38%
14,517
+1,310
XLE icon
12
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$5.23M 2.33%
96,962
-10,400
JNJ icon
13
Johnson & Johnson
JNJ
$582B
$5.06M 2.25%
20,696
+981
HD icon
14
Home Depot
HD
$338B
$5.06M 2.25%
12,960
+388
META icon
15
Meta Platforms (Facebook)
META
$1.55T
$4.98M 2.22%
7,670
+330
JMST icon
16
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.17B
$4.6M 2.05%
90,000
+10,000
CCK icon
17
Crown Holdings
CCK
$11.9B
$4.31M 1.92%
39,005
-100
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.06T
$4.2M 1.87%
8,403
+683
AMT icon
19
American Tower
AMT
$86B
$3.73M 1.66%
19,838
ITA icon
20
iShares US Aerospace & Defense ETF
ITA
$15.4B
$2.85M 1.27%
12,249
GS icon
21
Goldman Sachs
GS
$232B
$2.71M 1.21%
3,000
C icon
22
Citigroup
C
$185B
$2.45M 1.09%
22,000
+25
XMMO icon
23
Invesco S&P MidCap Momentum ETF
XMMO
$5.44B
$2.44M 1.08%
16,800
GLD icon
24
SPDR Gold Trust
GLD
$173B
$2.32M 1.03%
5,145
+3,885
NOBL icon
25
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$2.21M 0.98%
19,475
1
2 3 4