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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
+13.97%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$208M
AUM Growth
–
Cap. Flow
+$196M
Cap. Flow
% of AUM
94.3%
Top 10 Holdings %
Top 10 Hldgs %
41.44%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DuPont de Nemours
DD
|
+$9.91M |
| 2 |
Mastercard
MA
|
+$9.43M |
| 3 |
Intel
INTC
|
+$9.1M |
| 4 |
American Tower
AMT
|
+$8.8M |
| 5 |
Nike
NKE
|
+$8.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 20.77% |
| 2 | Consumer Discretionary | 13.75% |
| 3 | Industrials | 11.01% |
| 4 | Energy | 9.28% |
| 5 | Communication Services | 8.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
ExxonMobil
XOM
$644B
| $3.29M | 1.59% |
+40,567
| New | +$3.09M |
|
27
SLB Ltd
SLB
$73.6B
| $3.21M | 1.55% |
+70,459
| New | +$3.05M |
|
28
Boeing
BA
$171B
| $2.74M | 1.32% |
+7,200
| New | +$2.77M |
|
29
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $2.68M | 1.29% |
+32,000
| New | +$2.68M |
|
30
Crown Castle
CCI
$33.3B
| $2.35M | 1.13% |
+19,155
| New | +$2.25M |
|
31
Blackstone
BX
$102B
| $2.22M | 1.07% |
+57,500
| New | +$1.92M |
|
32
Apple
AAPL
$4.54T
| $2.13M | 1.02% |
+41,748
| New | +$1.77M |
|
33
Cadence Design Systems
CDNS
$93.6B
| $1.58M | 0.76% |
+25,000
| New | +$1.32M |
|
|
CGC
34
Canopy Growth
CGC
$387M
| $1.32M | 0.64% |
+2,974
| New | +$1.3M |
|
|
AQ
35
DELISTED
Aquantia Corp. Common Stock
AQ
| $1.16M | 0.56% |
+120,728
| New | +$1.03M |
|
36
Alphabet (Google) Class C
GOOG
$4.36T
| $1.09M | 0.53% |
+17,720
| New | +$994K |
|
37
PepsiCo
PEP
$190B
| $826K | 0.4% |
+6,500
| New | +$741K |
|
38
Enovis
ENOV
$1.68B
| $759K | 0.37% |
+14,525
| New | +$637K |
|
39
Cisco
CSCO
$457B
| $716K | 0.34% |
+12,700
| New | +$617K |
|
|
SAFM
40
DELISTED
Sanderson Farms Inc
SAFM
| $708K | 0.34% |
+5,000
| New | +$599K |
|
41
Alibaba
BABA
$293B
| $689K | 0.33% |
+3,688
| New | +$620K |
|
42
Netflix
NFLX
$299B
| $643K | 0.31% |
+17,830
| New | +$618K |
|
43
CRISPR Therapeutics
CRSP
$4.73B
| $632K | 0.3% |
+17,421
| New | +$602K |
|
44
Weyerhaeuser
WY
$18B
| $585K | 0.28% |
+22,200
| New | +$559K |
|
45
Pfizer
PFE
$143B
| $555K | 0.27% |
+14,861
| New | +$595K |
|
46
Merck
MRK
$322B
| $483K | 0.23% |
+6,917
| New | +$517K |
|
47
Invesco S&P 500 Equal Weight ETF
RSP
$97B
| $483K | 0.23% |
+4,509
| New | +$455K |
|
|
SEE
48
DELISTED
Sealed Air
SEE
| $457K | 0.22% |
+10,000
| New | +$415K |
|
|
JPS
49
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
| $445K | 0.21% |
+48,316
| New | +$429K |
|
50
Quanta Services
PWR
$100B
| $440K | 0.21% |
+10,991
| New | +$384K |
|
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Jupiter Wealth Management's Q1 2019 Portfolio in Review
Q1 2019 is the first quarter with a 13F filing on record for Jupiter Wealth Management, which disclosed 77 positions worth $208M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is DuPont de Nemours: 71,412 shares worth $7.05M.
By sector, the portfolio is most concentrated in Financials at 21% of assets, followed by Consumer Discretionary and Industrials.
- Jupiter Wealth Management's largest Q1 2019 buy was DuPont de Nemours: 71,412 shares worth $7.05M.
- Jupiter Wealth Management's ten largest holdings make up 41% of its $208M portfolio in Q1 2019.
- Jupiter Wealth Management disclosed 77 positions in Q1 2019, its first 13F filing on record.
Based on Jupiter Wealth Management's 13F filing for Q1 2019, filed 22 Apr 2019.