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
$160M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.85M
3
+$1.36M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.08M
5
FCX icon
Freeport-McMoran
FCX
+$1.02M

Top Sells

1
+$2.67M
2
+$2.36M
3
+$2.34M
4
NKE icon
Nike
NKE
+$2.17M
5
AMZN icon
Amazon
AMZN
+$2.14M

Sector Composition

1 Technology 19.08%
2 Consumer Discretionary 16.75%
3 Financials 14.26%
4 Communication Services 12.99%
5 Healthcare 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.13%
214,852
-350
27
$1.71M 1.07%
20,000
+2,500
28
$1.66M 1.04%
26,400
-10,100
29
$1.47M 0.92%
11,500
+8,410
30
$1.44M 0.9%
17,500
31
$1.34M 0.84%
12,058
-3,200
32
$1.33M 0.83%
48,860
+35,850
33
$1.24M 0.77%
22,200
+2,000
34
$1.2M 0.75%
7,795
-2,300
35
$1.1M 0.69%
2,500
36
$1.07M 0.67%
13,000
+8,000
37
$1.06M 0.66%
11,847
38
$1M 0.63%
9,611
-4,905
39
$990K 0.62%
3,000
40
$875K 0.55%
4,125
-9,087
41
$832K 0.52%
20,000
42
$816K 0.51%
214,910
+148,410
43
$801K 0.5%
1,148
+676
44
$782K 0.49%
2,734
+1,632
45
$751K 0.47%
6,500
-15,928
46
$731K 0.46%
11,000
47
$720K 0.45%
9,000
-2,900
48
$669K 0.42%
5,275
49
$667K 0.42%
12,500
-2,500
50
$647K 0.4%
20,450
-25,650
1
2
3 4