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
VOO icon
26
Vanguard S&P 500 ETF
VOO
$842B
$2.19M 0.97%
3,491
+429
PEP icon
27
PepsiCo
PEP
$218B
$2.09M 0.93%
12,500
NKE icon
28
Nike
NKE
$79.9B
$1.99M 0.89%
32,646
-3,159
MPC icon
29
Marathon Petroleum
MPC
$66.7B
$1.98M 0.88%
10,000
BAC icon
30
Bank of America
BAC
$335B
$1.92M 0.86%
36,600
LLY icon
31
Eli Lilly
LLY
$880B
$1.9M 0.85%
1,834
+209
ASML icon
32
ASML
ASML
$519B
$1.7M 0.76%
1,210
-500
IWF icon
33
iShares Russell 1000 Growth ETF
IWF
$113B
$1.68M 0.75%
3,735
MRK icon
34
Merck
MRK
$286B
$1.65M 0.73%
13,800
LMT icon
35
Lockheed Martin
LMT
$149B
$1.59M 0.71%
2,500
WMT icon
36
Walmart Inc
WMT
$1.01T
$1.55M 0.69%
11,632
-200
BG icon
37
Bunge Global
BG
$24.1B
$1.47M 0.65%
12,058
SCHD icon
38
Schwab US Dividend Equity ETF
SCHD
$83.4B
$1.41M 0.63%
45,000
+30,000
CCI icon
39
Crown Castle
CCI
$38.1B
$1.4M 0.63%
16,000
PFE icon
40
Pfizer
PFE
$151B
$1.37M 0.61%
50,050
+17,450
WFC icon
41
Wells Fargo
WFC
$229B
$1.29M 0.58%
15,000
SPYI icon
42
NEOS S&P 500 High Income ETF
SPYI
$7.85B
$1.18M 0.53%
22,679
+4,680
IWR icon
43
iShares Russell Mid-Cap ETF
IWR
$46.8B
$1.11M 0.49%
11,000
QYLD icon
44
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.26B
$1.09M 0.48%
62,034
GOOG icon
45
Alphabet (Google) Class C
GOOG
$3.65T
$1.08M 0.48%
3,500
DVY icon
46
iShares Select Dividend ETF
DVY
$22B
$1.02M 0.45%
6,496
COST icon
47
Costco
COST
$447B
$983K 0.44%
984
+250
RSG icon
48
Republic Services
RSG
$69.3B
$977K 0.44%
4,425
+750
JEPI icon
49
JPMorgan Equity Premium Income ETF
JEPI
$43.1B
$959K 0.43%
16,250
ITB icon
50
iShares US Home Construction ETF
ITB
$2.4B
$843K 0.38%
7,500
-5,000
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