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
$193M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$312K
3
+$307K
4
XOM icon
Exxon Mobil
XOM
+$305K
5
TSM icon
TSMC
TSM
+$301K

Top Sells

1
+$2.33M
2
+$1.47M
3
+$1.1M
4
CRWD icon
CrowdStrike
CRWD
+$1.08M
5
WFC icon
Wells Fargo
WFC
+$915K

Sector Composition

1 Technology 21.04%
2 Consumer Discretionary 19.69%
3 Financials 16.03%
4 Communication Services 12.75%
5 Healthcare 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.08%
215,202
-52,500
27
$1.85M 0.96%
8,965
+1,000
28
$1.79M 0.93%
6,000
+95
29
$1.79M 0.93%
10,095
-755
30
$1.75M 0.91%
14,516
+2,500
31
$1.61M 0.84%
46,100
32
$1.57M 0.82%
19,500
+1,000
33
$1.47M 0.76%
5,500
-5,500
34
$1.42M 0.74%
15,258
-6,769
35
$1.34M 0.7%
17,500
-3,500
36
$1.28M 0.66%
20,200
-5,000
37
$1.15M 0.6%
3,000
-2,100
38
$1.13M 0.59%
21,805
-10,150
39
$1.12M 0.58%
17,500
40
$1.03M 0.54%
11,847
41
$1.02M 0.53%
4,173
42
$982K 0.51%
3,059
43
$905K 0.47%
15,000
-5,000
44
$903K 0.47%
1,500
45
$888K 0.46%
3,435
-9,017
46
$888K 0.46%
2,500
-1,255
47
$881K 0.46%
2,000
48
$808K 0.42%
3,184
+463
49
$791K 0.41%
11,900
-10,203
50
$760K 0.39%
2,500
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