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
$110M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$457K
3
+$311K
4
CELL
PhenomeX Inc. Common Stock
CELL
+$191K
5
MU icon
Micron Technology
MU
+$166K

Top Sells

1
+$2.01M
2
+$2M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.82M
5
WFC icon
Wells Fargo
WFC
+$1.61M

Sector Composition

1 Consumer Discretionary 17.97%
2 Technology 16.11%
3 Healthcare 15.98%
4 Communication Services 11.57%
5 Financials 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 1.1%
24,760
-1,640
27
$1.09M 1%
12,058
28
$1.07M 0.98%
2,500
29
$1.03M 0.94%
12,000
-1,000
30
$1.02M 0.93%
11,847
31
$1.01M 0.92%
13,000
+4,000
32
$891K 0.81%
3,000
33
$886K 0.81%
2,734
34
$787K 0.72%
7,500
-4,000
35
$772K 0.7%
6,305
-1,490
36
$682K 0.62%
2,500
-3,500
37
$653K 0.6%
21,000
-64,372
38
$645K 0.59%
7,075
+1,800
39
$599K 0.55%
11,805
40
$516K 0.47%
10,000
41
$493K 0.45%
2,000
42
$492K 0.45%
833
-315
43
$473K 0.43%
3,000
44
$455K 0.41%
7,500
45
$448K 0.41%
5,000
46
$439K 0.4%
7,950
+3,000
47
$439K 0.4%
88,500
+38,500
48
$382K 0.35%
2,500
49
$374K 0.34%
10,000
50
$356K 0.32%
750
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