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

Top Buys

1
+$9.91M
2
+$9.43M
3
+$9.1M
4
AMT icon
American Tower
AMT
+$8.8M
5
NKE icon
Nike
NKE
+$8.5M

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
$3.29M 1.59%
+40,567
27
$3.21M 1.55%
+70,459
28
$2.74M 1.32%
+7,200
29
$2.68M 1.29%
+32,000
30
$2.35M 1.13%
+19,155
31
$2.22M 1.07%
+57,500
32
$2.13M 1.02%
+41,748
33
$1.58M 0.76%
+25,000
34
$1.32M 0.64%
+2,974
35
$1.16M 0.56%
+120,728
36
$1.09M 0.53%
+17,720
37
$826K 0.4%
+6,500
38
$759K 0.37%
+14,525
39
$716K 0.34%
+12,700
40
$708K 0.34%
+5,000
41
$689K 0.33%
+3,688
42
$643K 0.31%
+17,830
43
$632K 0.3%
+17,421
44
$585K 0.28%
+22,200
45
$555K 0.27%
+14,861
46
$483K 0.23%
+6,917
47
$483K 0.23%
+4,509
48
$457K 0.22%
+10,000
49
$445K 0.21%
+48,316
50
$440K 0.21%
+10,991
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