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
$172M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$5.13M
3
+$5.02M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$4.61M
5
ITB icon
iShares US Home Construction ETF
ITB
+$4.18M

Top Sells

1
+$7.54M
2
+$6.83M
3
+$4.83M
4
ROK icon
Rockwell Automation
ROK
+$4.43M
5
MMM icon
3M
MMM
+$4.39M

Sector Composition

1 Consumer Discretionary 16.9%
2 Financials 15.6%
3 Communication Services 13.61%
4 Technology 12.19%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.42%
33,816
27
$2.25M 1.31%
+18,360
28
$2.07M 1.21%
+32,006
29
$1.76M 1.02%
11,000
30
$1.33M 0.78%
102,610
+27,000
31
$1.17M 0.68%
9,640
+10
32
$1.13M 0.66%
+9,400
33
$968K 0.56%
2,331
+530
34
$936K 0.55%
18,565
-71,361
35
$851K 0.5%
17,551
+35
36
$846K 0.49%
11,160
-1,240
37
$846K 0.49%
6,500
38
$764K 0.44%
15,944
+3,077
39
$749K 0.44%
11,290
-54
40
$678K 0.39%
5,000
41
$611K 0.36%
5,900
-95
42
$568K 0.33%
70,316
+22,000
43
$520K 0.3%
12,700
-4,000
44
$517K 0.3%
10,000
45
$513K 0.3%
6,917
46
$493K 0.29%
8,180
47
$493K 0.29%
13,807
-1,054
48
$461K 0.27%
3,000
49
$405K 0.24%
+15,350
50
$382K 0.22%
1,500
1
2
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