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
$207M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$978K
3
+$534K
4
MU icon
Micron Technology
MU
+$518K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$507K

Top Sells

1
+$1.56M
2
+$1M
3
+$995K
4
CDNS icon
Cadence Design Systems
CDNS
+$915K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$715K

Sector Composition

1 Financials 23.9%
2 Consumer Discretionary 14.96%
3 Industrials 9.83%
4 Communication Services 9.42%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 1.46%
43,557
+2,880
27
$3M 1.45%
32,080
-20
28
$2.72M 1.32%
19,155
29
$2.64M 1.28%
33,816
30
$1.99M 0.96%
5,992
+396
31
$1.6M 0.78%
11,000
32
$1.39M 0.67%
23,400
33
$1.21M 0.58%
11,344
34
$1.09M 0.53%
75,610
+12,500
35
$1.07M 0.52%
9,630
+780
36
$1.04M 0.51%
17,516
-26
37
$1M 0.48%
25,345
-39,464
38
$949K 0.46%
16,500
+9,000
39
$900K 0.44%
12,400
-12,600
40
$890K 0.43%
6,500
41
$846K 0.41%
5,000
42
$798K 0.39%
16,700
+4,000
43
$758K 0.37%
3,460
+2,000
44
$736K 0.36%
6,969
+515
45
$680K 0.33%
22,200
46
$657K 0.32%
50,000
+30,000
47
$631K 0.31%
2,787
-922
48
$610K 0.3%
1,801
-10
49
$600K 0.29%
6,242
+3,742
50
$594K 0.29%
6,917
1
2
3 4