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
$163M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.73M
3
+$923K
4
TSM icon
TSMC
TSM
+$897K
5
AAPL icon
Apple
AAPL
+$875K

Top Sells

1
+$3.52M
2
+$2.57M
3
+$1.45M
4
TSN icon
Tyson Foods
TSN
+$1.08M
5
GS icon
Goldman Sachs
GS
+$798K

Sector Composition

1 Consumer Discretionary 20.68%
2 Financials 16.67%
3 Technology 14.69%
4 Communication Services 14.27%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.22%
13,000
27
$1.87M 1.15%
7,100
-3,025
28
$1.85M 1.13%
19,929
+6,000
29
$1.84M 1.13%
122,110
+8,000
30
$1.79M 1.1%
183,898
+41,350
31
$1.72M 1.05%
8,000
32
$1.47M 0.9%
22,743
-16,685
33
$1.31M 0.8%
12,540
+6,040
34
$1.23M 0.76%
44,500
35
$1.1M 0.67%
2,030
36
$1.1M 0.67%
20,000
+15,000
37
$1.06M 0.65%
3,865
+3,380
38
$905K 0.55%
3,905
-11,095
39
$897K 0.55%
+8,230
40
$833K 0.51%
+20,000
41
$690K 0.42%
30,000
42
$666K 0.41%
+3,384
43
$606K 0.37%
+20,000
44
$605K 0.37%
+2,150
45
$586K 0.36%
5,000
46
$555K 0.34%
+10,000
47
$546K 0.33%
+2,000
48
$524K 0.32%
3,588
49
$498K 0.31%
10,000
-5,100
50
$481K 0.29%
4,000
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2
3 4