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
$187M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.1M
3
+$1.53M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$715K
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$388K

Top Sells

1
+$8.08M
2
+$4.82M
3
+$1.33M
4
OXY icon
Occidental Petroleum
OXY
+$1.27M
5
PYPL icon
PayPal
PYPL
+$1.08M

Sector Composition

1 Financials 23.31%
2 Consumer Discretionary 15.8%
3 Industrials 10.1%
4 Communication Services 9.81%
5 Healthcare 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 1.49%
32,100
-6,980
27
$2.66M 1.42%
19,155
28
$2.21M 1.18%
64,809
-6,110
29
$2.13M 1.14%
5,596
-1,040
30
$2.1M 1.12%
+60,180
31
$1.89M 1.01%
33,816
+68
32
$1.65M 0.88%
25,000
33
$1.53M 0.82%
+11,000
34
$1.21M 0.64%
23,400
-156,749
35
$1.16M 0.62%
11,344
-1
36
$1.08M 0.58%
17,720
37
$995K 0.53%
8,850
+615
38
$903K 0.48%
63,110
+27,110
39
$891K 0.48%
6,500
40
$757K 0.4%
5,000
41
$719K 0.38%
17,542
-30
42
$715K 0.38%
+5,000
43
$700K 0.37%
17,000
+5,000
44
$681K 0.36%
6,454
+440
45
$628K 0.34%
12,700
46
$620K 0.33%
3,709
-2,179
47
$615K 0.33%
22,200
48
$556K 0.3%
6,917
49
$507K 0.27%
14,861
50
$487K 0.26%
4,509
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