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
$200M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$1.4M
3
+$1.36M
4
PNC icon
PNC Financial Services
PNC
+$1.01M
5
MRNA icon
Moderna
MRNA
+$886K

Top Sells

1
+$3.83M
2
+$1.13M
3
+$924K
4
NKE icon
Nike
NKE
+$898K
5
MSFT icon
Microsoft
MSFT
+$874K

Sector Composition

1 Financials 16.86%
2 Consumer Discretionary 16.43%
3 Communication Services 13.21%
4 Technology 12.35%
5 Healthcare 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 1.57%
11
27
$2.37M 1.18%
15,285
-3,075
28
$2.26M 1.13%
17,000
+10,500
29
$2.2M 1.1%
26,658
+10,714
30
$2.08M 1.04%
25,677
-6,329
31
$1.88M 0.94%
11,000
32
$1.67M 0.84%
17,551
33
$1.51M 0.76%
105,610
+3,000
34
$1.19M 0.6%
5,900
35
$1.18M 0.59%
9,640
36
$1.17M 0.59%
2,331
37
$1.01M 0.51%
+9,848
38
$946K 0.47%
16,850
-1,715
39
$933K 0.47%
9,000
-2,160
40
$881K 0.44%
103,316
+33,000
41
$811K 0.41%
24,350
+9,000
42
$769K 0.38%
9,024
-44,975
43
$653K 0.33%
+70,000
44
$612K 0.31%
10,000
45
$597K 0.3%
12,700
46
$590K 0.3%
5,000
47
$524K 0.26%
6,917
48
$501K 0.25%
3,000
49
$496K 0.25%
+12,600
50
$486K 0.24%
8,180
1
2
3 4