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
$212M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.65M
3
+$1.48M
4
NOW icon
ServiceNow
NOW
+$1.19M
5
CRWD icon
CrowdStrike
CRWD
+$1.08M

Top Sells

1
+$3.19M
2
+$1.98M
3
+$1.41M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
MOS icon
The Mosaic Company
MOS
+$1.08M

Sector Composition

1 Technology 20.1%
2 Consumer Discretionary 18.94%
3 Financials 17.57%
4 Communication Services 12.6%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.24%
267,702
27
$2.6M 1.23%
7,946
-3,290
28
$2.04M 0.96%
5,100
29
$2.03M 0.96%
22,027
-21,452
30
$1.98M 0.94%
10,850
31
$1.91M 0.9%
34,770
+5,720
32
$1.76M 0.83%
21,000
-9,500
33
$1.75M 0.82%
8,500
34
$1.69M 0.79%
5,905
35
$1.68M 0.79%
31,955
36
$1.67M 0.79%
46,100
37
$1.65M 0.78%
+7,965
38
$1.48M 0.7%
+18,500
39
$1.47M 0.69%
22,103
+5,902
40
$1.46M 0.69%
25,200
+5,000
41
$1.42M 0.67%
12,016
42
$1.36M 0.64%
20,000
+12,500
43
$1.27M 0.6%
3,755
44
$1.15M 0.54%
17,500
+10,000
45
$1.09M 0.52%
7,176
46
$1.08M 0.51%
+3,844
47
$1.03M 0.49%
+3,059
48
$1.03M 0.49%
2,850
+926
49
$1.01M 0.47%
11,500
-1,000
50
$978K 0.46%
11,847
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