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
$208M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.5M
3
+$9.68M
4
NKE icon
Nike
NKE
+$9.19M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.09M

Top Sells

No sells this quarter

Sector Composition

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
$3.49M 1.68%
+116,076
27
$3.29M 1.59%
+40,567
28
$3.21M 1.55%
+70,459
29
$2.74M 1.32%
+7,200
30
$2.68M 1.29%
+32,000
31
$2.35M 1.13%
+19,155
32
$2.22M 1.07%
+57,500
33
$2.13M 1.02%
+41,748
34
$1.58M 0.76%
+25,000
35
$1.32M 0.64%
+2,974
36
$1.16M 0.56%
+120,728
37
$1.09M 0.53%
+17,720
38
$826K 0.4%
+6,500
39
$759K 0.37%
+14,525
40
$716K 0.34%
+12,700
41
$708K 0.34%
+5,000
42
$689K 0.33%
+3,688
43
$643K 0.31%
+1,783
44
$632K 0.3%
+17,421
45
$585K 0.28%
+22,200
46
$555K 0.27%
+14,861
47
$483K 0.23%
+6,917
48
$483K 0.23%
+4,509
49
$457K 0.22%
+10,000
50
$445K 0.21%
+48,316
1
2
3 4