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
$209M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.11M
3
+$1.02M
4
ZTS icon
Zoetis
ZTS
+$745K
5
CMC icon
Commercial Metals
CMC
+$644K

Top Sells

1
+$2.74M
2
+$2.01M
3
+$1.64M
4
AVGO icon
Broadcom
AVGO
+$1.09M
5
UBER icon
Uber
UBER
+$1.07M

Sector Composition

1 Financials 18.95%
2 Consumer Discretionary 18.31%
3 Technology 15.39%
4 Communication Services 13.15%
5 Healthcare 12.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.29%
267,702
+27,231
27
$2.6M 1.24%
11,000
28
$2.3M 1.1%
30,500
+14,675
29
$2.06M 0.99%
3,493
+2,743
30
$2.03M 0.97%
5,100
31
$1.93M 0.92%
16,850
32
$1.76M 0.84%
31,955
-12,000
33
$1.74M 0.83%
46,100
+1,100
34
$1.72M 0.82%
10,850
+1,135
35
$1.71M 0.82%
12,500
36
$1.69M 0.81%
5,905
37
$1.62M 0.77%
8,500
-10,575
38
$1.42M 0.68%
12,016
-912
39
$1.41M 0.68%
29,050
-22,550
40
$1.36M 0.65%
3,755
41
$1.33M 0.64%
16,201
+2,272
42
$1.29M 0.62%
41,000
+11,000
43
$1.19M 0.57%
7,176
44
$1.17M 0.56%
4,679
+1,179
45
$1.12M 0.54%
20,200
+10,000
46
$1.02M 0.49%
+40,000
47
$1.01M 0.48%
7,322
48
$985K 0.47%
7,000
49
$930K 0.45%
15,000
50
$842K 0.4%
11,847
1
2
3 4