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
$198M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.05M
3
+$2.21M
4
META icon
Meta Platforms (Facebook)
META
+$2.08M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.24M

Top Sells

1
+$3.37M
2
+$1.81M
3
+$1.72M
4
LMT icon
Lockheed Martin
LMT
+$1.61M
5
KO icon
Coca-Cola
KO
+$1.1M

Sector Composition

1 Financials 20.66%
2 Consumer Discretionary 18.71%
3 Technology 14.94%
4 Communication Services 13.93%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 1.27%
43,955
-31,645
27
$2.48M 1.25%
165,660
+43,550
28
$2.41M 1.22%
51,600
+2,250
29
$2.37M 1.2%
240,471
+56,573
30
$2.21M 1.12%
+57,509
31
$1.8M 0.91%
5,100
-2,000
32
$1.71M 0.87%
9,715
33
$1.65M 0.83%
12,500
-500
34
$1.64M 0.83%
5,905
+2,000
35
$1.54M 0.78%
12,928
+4,698
36
$1.51M 0.76%
16,850
+12,100
37
$1.43M 0.72%
3,755
-4,230
38
$1.33M 0.67%
45,000
+500
39
$1.28M 0.65%
13,929
-6,000
40
$1.19M 0.6%
7,176
+3,588
41
$1.11M 0.56%
15,825
+14,148
42
$1.09M 0.55%
30,000
43
$1.07M 0.54%
+19,489
44
$1.01M 0.51%
+7,322
45
$960K 0.49%
15,000
+5,000
46
$915K 0.46%
11,847
-10,896
47
$880K 0.44%
15,100
+5,100
48
$820K 0.41%
3,500
+2,000
49
$763K 0.39%
1,500
-530
50
$713K 0.36%
7,000
+4,000
1
2
3 4