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
$142M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.04M
3
+$1.76M
4
FDX icon
FedEx
FDX
+$1.56M
5
AVGO icon
Broadcom
AVGO
+$1.27M

Top Sells

1
+$6.57M
2
+$5.58M
3
+$4.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.43M

Sector Composition

1 Consumer Discretionary 21.39%
2 Financials 19.93%
3 Technology 13.71%
4 Communication Services 13.59%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.13%
9,715
-5,570
27
$1.56M 1.1%
+6,215
28
$1.35M 0.95%
23,045
-47,895
29
$1.27M 0.89%
+34,800
30
$1.26M 0.89%
142,548
+39,232
31
$1.13M 0.8%
13,929
-11,748
32
$1.11M 0.78%
+44,500
33
$1.09M 0.77%
13,000
-4,551
34
$1.08M 0.76%
9,850
+2
35
$1.01M 0.72%
2,030
-301
36
$880K 0.62%
16,850
37
$782K 0.55%
15,100
-78,365
38
$750K 0.53%
+4,500
39
$640K 0.45%
6,000
-3,000
40
$548K 0.39%
+30,000
41
$540K 0.38%
7,500
-1,524
42
$520K 0.37%
+5,000
43
$481K 0.34%
3,588
-60
44
$460K 0.32%
6,500
-20,158
45
$408K 0.29%
4,000
-475
46
$407K 0.29%
1,383
-21
47
$402K 0.28%
10,200
-2,500
48
$394K 0.28%
12,000
-600
49
$377K 0.27%
+1,500
50
$364K 0.26%
1,690
-4,210
1
2
3 4