JWM

Jupiter Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.91M
3
+$1.29M
4
KBH icon
KB Home
KBH
+$1.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.17M

Top Sells

1
+$710K
2
+$404K
3
+$305K
4
DD icon
DuPont de Nemours
DD
+$207K
5
CMG icon
Chipotle Mexican Grill
CMG
+$207K

Sector Composition

1 Technology 26.67%
2 Financials 16.63%
3 Communication Services 14.59%
4 Consumer Discretionary 11.28%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$3.14T
$20M 10.08%
98,874
+5,787
MSFT icon
2
Microsoft
MSFT
$3.89T
$17M 8.61%
32,745
+663
NVDA icon
3
NVIDIA
NVDA
$4.53T
$12.4M 6.24%
68,051
+10,530
AAPL icon
4
Apple
AAPL
$3.9T
$11M 5.54%
46,983
-1,307
SPY icon
5
SPDR S&P 500 ETF Trust
SPY
$672B
$8.73M 4.41%
13,538
-125
BRK.A icon
6
Berkshire Hathaway Class A
BRK.A
$1.06T
$7.87M 3.97%
11
MS icon
7
Morgan Stanley
MS
$261B
$7.81M 3.94%
52,825
+3,807
AVGO icon
8
Broadcom
AVGO
$1.67T
$7.14M 3.61%
23,105
+3,030
MA icon
9
Mastercard
MA
$519B
$5.86M 2.96%
10,141
-171
META icon
10
Meta Platforms (Facebook)
META
$1.85T
$5.73M 2.89%
7,340
+545
AMZN icon
11
Amazon
AMZN
$2.39T
$5.29M 2.67%
23,556
+13
HD icon
12
Home Depot
HD
$385B
$5.12M 2.59%
12,572
-238
XLE icon
13
Energy Select Sector SPDR Fund
XLE
$26.5B
$4.17M 2.11%
48,681
+1,622
JMST icon
14
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
$4.08M 2.06%
80,000
AMT icon
15
American Tower
AMT
$89.7B
$4.05M 2.05%
19,838
-673
CCK icon
16
Crown Holdings
CCK
$11.5B
$4.02M 2.03%
39,105
-300
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.59M 1.81%
7,520
-8
JNJ icon
18
Johnson & Johnson
JNJ
$459B
$3.34M 1.69%
19,165
-181
TSM icon
19
TSMC
TSM
$1.53T
$2.99M 1.51%
12,387
+950
NKE icon
20
Nike
NKE
$102B
$2.76M 1.4%
35,805
+3,159
ITA icon
21
iShares US Aerospace & Defense ETF
ITA
$11.9B
$2.31M 1.17%
11,749
+200
GS icon
22
Goldman Sachs
GS
$242B
$2.23M 1.13%
3,000
XMMO icon
23
Invesco S&P MidCap Momentum ETF
XMMO
$6.01B
$2.12M 1.07%
+16,050
NOBL icon
24
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$2.05M 1.04%
19,475
C icon
25
Citigroup
C
$177B
$1.89M 0.96%
20,000
-7,500
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