JWM

Jupiter Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 28.1%
This Quarter Est. Return
1 Year Est. Return
+28.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1 +$709K
2 +$459K
3 +$447K
4
ASML icon
ASML
ASML
+$445K
5
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$431K

Top Sells

1 +$455K
2 +$454K
3 +$427K
4
CMG icon
Chipotle Mexican Grill
CMG
+$347K
5
MSFT icon
Microsoft
MSFT
+$268K

Sector Composition

1 Technology 26.62%
2 Financials 16.58%
3 Communication Services 15.41%
4 Consumer Discretionary 10.56%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$3.78T
$23.9M 11.3%
98,339
-535
MSFT icon
2
Microsoft
MSFT
$3.61T
$16.7M 7.89%
32,227
-518
NVDA icon
3
NVIDIA
NVDA
$4.39T
$12.8M 6.05%
68,631
+580
AAPL icon
4
Apple
AAPL
$4.11T
$12.1M 5.72%
47,538
+555
SPY icon
5
SPDR S&P 500 ETF Trust
SPY
$707B
$9.12M 4.31%
13,689
+151
MS icon
6
Morgan Stanley
MS
$289B
$8.44M 3.99%
53,075
+250
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.07T
$8.3M 3.92%
11
AVGO icon
8
Broadcom
AVGO
$1.93T
$7.93M 3.75%
24,025
+920
AMZN icon
9
Amazon
AMZN
$2.46T
$5.88M 2.78%
26,783
+3,227
MA icon
10
Mastercard
MA
$504B
$5.77M 2.73%
10,141
META icon
11
Meta Platforms (Facebook)
META
$1.64T
$5.39M 2.55%
7,340
HD icon
12
Home Depot
HD
$357B
$5.09M 2.41%
12,572
XLE icon
13
State Street Energy Select Sector SPDR ETF
XLE
$13.8B
$4.8M 2.27%
53,681
+5,000
JMST icon
14
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.58B
$4.08M 1.93%
80,000
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.88M 1.83%
7,720
+200
AMT icon
16
American Tower
AMT
$84.9B
$3.82M 1.8%
19,838
CCK icon
17
Crown Holdings
CCK
$11.1B
$3.78M 1.78%
39,105
TSM icon
18
TSMC
TSM
$1.58T
$3.69M 1.74%
13,207
+820
JNJ icon
19
Johnson & Johnson
JNJ
$505B
$3.66M 1.73%
19,715
+550
ITA icon
20
iShares US Aerospace & Defense ETF
ITA
$12.2B
$2.56M 1.21%
12,249
+500
NKE icon
21
Nike
NKE
$99.3B
$2.5M 1.18%
35,805
GS icon
22
Goldman Sachs
GS
$273B
$2.39M 1.13%
3,000
XMMO icon
23
Invesco S&P MidCap Momentum ETF
XMMO
$5.1B
$2.27M 1.07%
16,800
+750
C icon
24
Citigroup
C
$199B
$2.23M 1.05%
21,975
+1,975
NOBL icon
25
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$2.01M 0.95%
19,475