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
$202M
AUM Growth
-$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$902K
3
+$812K
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$636K
5
UNH icon
UnitedHealth
UNH
+$587K

Top Sells

1
+$7.05M
2
+$4.81M
3
+$1.16M
4
MMM icon
3M
MMM
+$1.09M
5
DOW icon
Dow Inc
DOW
+$577K

Sector Composition

1 Financials 22.68%
2 Consumer Discretionary 14.39%
3 Energy 9.62%
4 Industrials 9.59%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 1.68%
116,314
+238
27
$3.07M 1.52%
40,712
+145
28
$2.74M 1.36%
70,919
+460
29
$2.6M 1.29%
57,500
30
$2.52M 1.25%
19,155
31
$2.45M 1.21%
6,636
-564
32
$1.86M 0.92%
25,000
33
$1.72M 0.85%
33,748
-8,000
34
$1.14M 0.57%
11,345
-47,783
35
$1.09M 0.54%
2,987
+13
36
$1.03M 0.51%
5,888
+2,200
37
$1.02M 0.5%
17,720
38
$902K 0.45%
+8,235
39
$865K 0.43%
17,572
+151
40
$863K 0.43%
6,500
41
$727K 0.36%
12,700
42
$645K 0.32%
1,780
-3
43
$643K 0.32%
5,000
44
$636K 0.32%
+6,014
45
$603K 0.3%
14,861
46
$587K 0.29%
+2,200
47
$578K 0.29%
+4,243
48
$562K 0.28%
22,200
49
$541K 0.27%
6,917
50
$505K 0.25%
36,000
+4,000
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