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
$99.7M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$601K
3
+$349K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$217K
5
LNG icon
Cheniere Energy
LNG
+$132K

Top Sells

1
+$1.82M
2
+$1.14M
3
+$483K
4
CROX icon
Crocs
CROX
+$478K
5
MDT icon
Medtronic
MDT
+$448K

Sector Composition

1 Consumer Discretionary 18.47%
2 Technology 16.53%
3 Healthcare 14.29%
4 Financials 12.08%
5 Communication Services 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 1.1%
24,760
27
$995K 1%
12,058
28
$966K 0.97%
13,000
29
$965K 0.97%
2,500
30
$884K 0.89%
2,734
31
$879K 0.88%
3,000
32
$790K 0.79%
1,148
+315
33
$784K 0.79%
7,500
34
$781K 0.78%
11,847
35
$762K 0.76%
+9,450
36
$687K 0.69%
6,305
37
$667K 0.67%
2,500
38
$634K 0.64%
21,000
39
$601K 0.6%
+10,000
40
$592K 0.59%
7,075
41
$490K 0.49%
7,500
42
$461K 0.46%
2,000
43
$448K 0.45%
3,000
44
$448K 0.45%
11,805
45
$439K 0.44%
10,000
46
$400K 0.4%
2,500
47
$398K 0.4%
7,950
48
$257K 0.26%
10,000
49
$253K 0.25%
88,500
50
$219K 0.22%
20,575
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