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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
ASML icon
26
ASML
ASML
$718B
$2.29M 0.9%
1,445
+235
NOBL icon
27
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$2.06M 0.82%
38,890
-60
PEP icon
28
PepsiCo
PEP
$197B
$1.87M 0.74%
12,500
IWF icon
29
iShares Russell 1000 Growth ETF
IWF
$126B
$1.86M 0.73%
59,760
+44,820
GLD icon
30
SPDR Gold Trust
GLD
$139B
$1.78M 0.71%
4,145
-1,000
LLY icon
31
Eli Lilly
LLY
$1.01T
$1.76M 0.7%
1,736
-98
BAC icon
32
Bank of America
BAC
$398B
$1.72M 0.68%
34,600
-2,000
MRK icon
33
Merck
MRK
$294B
$1.57M 0.62%
13,800
VOO icon
34
Vanguard S&P 500 ETF
VOO
$976B
$1.53M 0.6%
2,241
-1,250
WMT icon
35
Walmart Inc
WMT
$963B
$1.53M 0.6%
11,632
BG icon
36
Bunge Global
BG
$24.7B
$1.52M 0.6%
12,058
SCHD icon
37
Schwab US Dividend Equity ETF
SCHD
$96.5B
$1.43M 0.56%
45,000
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.37T
$1.4M 0.55%
3,500
JPC icon
39
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$1.35M 0.53%
+168,733
LMT icon
40
Lockheed Martin
LMT
$125B
$1.3M 0.51%
2,500
PFE icon
41
Pfizer
PFE
$149B
$1.3M 0.51%
50,050
SPYI icon
42
NEOS S&P 500 High Income ETF
SPYI
$9.94B
$1.22M 0.48%
22,679
IWR icon
43
iShares Russell Mid-Cap ETF
IWR
$55.6B
$1.15M 0.46%
11,000
QYLD icon
44
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
$1.12M 0.44%
62,034
WFC icon
45
Wells Fargo
WFC
$256B
$1.1M 0.44%
15,000
CVX icon
46
Chevron
CVX
$373B
$1.08M 0.43%
5,800
+4,050
NKE icon
47
Nike
NKE
$66.5B
$1.06M 0.42%
25,003
-7,643
COST icon
48
Costco
COST
$436B
$1.02M 0.4%
984
DVY icon
49
iShares Select Dividend ETF
DVY
$23.1B
$988K 0.39%
6,496
XOM icon
50
Exxon Mobil
XOM
$609B
$985K 0.39%
6,500
+1,500
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