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
$103M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$501K
3
+$456K
4
MA icon
Mastercard
MA
+$442K
5
CCK icon
Crown Holdings
CCK
+$436K

Top Sells

1
+$913K
2
+$840K
3
+$784K
4
TTWO icon
Take-Two Interactive
TTWO
+$687K
5
DVN icon
Devon Energy
DVN
+$601K

Sector Composition

1 Consumer Discretionary 20.49%
2 Technology 16.88%
3 Healthcare 14.01%
4 Financials 13.22%
5 Real Estate 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.34%
24,760
27
$1.3M 1.26%
17,000
+4,000
28
$1.22M 1.18%
2,500
29
$1.2M 1.16%
12,058
30
$1.1M 1.06%
10,550
+1,100
31
$1.03M 1%
3,000
32
$1M 0.97%
2,734
33
$861K 0.83%
13,847
+2,000
34
$828K 0.8%
1,148
35
$772K 0.75%
2,500
36
$662K 0.64%
20,000
-1,000
37
$543K 0.53%
+36,927
38
$527K 0.51%
2,000
39
$523K 0.51%
7,050
-25
40
$473K 0.46%
3,000
41
$467K 0.45%
1,952
+952
42
$456K 0.44%
+12,800
43
$392K 0.38%
2,500
44
$359K 0.35%
2,000
+1,000
45
$304K 0.29%
7,500
46
$264K 0.26%
10,000
47
$232K 0.22%
20,575
48
$207K 0.2%
5,000
49
$205K 0.2%
3,000
50
$204K 0.2%
9,704
+1,789
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