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
$109M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$949K
3
+$784K
4
MSFT icon
Microsoft
MSFT
+$776K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$555K

Top Sells

1
+$1.4M
2
+$1.03M
3
+$891K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$831K
5
NKE icon
Nike
NKE
+$808K

Sector Composition

1 Technology 21.02%
2 Consumer Discretionary 17.92%
3 Financials 12.03%
4 Healthcare 10.87%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.09%
2,500
27
$1.18M 1.08%
19,847
+6,000
28
$1.17M 1.08%
18,260
-6,500
29
$1.15M 1.06%
12,058
30
$1.09M 1.01%
10,924
-5,780
31
$1.05M 0.96%
36,600
+16,600
32
$981K 0.9%
3,000
33
$949K 0.87%
+10,200
34
$877K 0.81%
8,650
-1,900
35
$841K 0.77%
9,575
+2,525
36
$784K 0.72%
+1,900
37
$561K 0.52%
15,000
-27,487
38
$559K 0.51%
2,000
39
$524K 0.48%
+10,000
40
$511K 0.47%
1,489
-1,245
41
$481K 0.44%
14,000
+1,200
42
$460K 0.42%
+5,000
43
$425K 0.39%
+625
44
$408K 0.38%
2,500
45
$403K 0.37%
+5,000
46
$343K 0.32%
1,500
-452
47
$339K 0.31%
7,500
48
$332K 0.31%
+5,700
49
$331K 0.3%
+700
50
$327K 0.3%
10,000
1
2
3