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
$116M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$926K
3
+$826K
4
KBH icon
KB Home
KBH
+$693K
5
MSFT icon
Microsoft
MSFT
+$662K

Top Sells

1
+$1.18M
2
+$978K
3
+$959K
4
FCX icon
Freeport-McMoran
FCX
+$800K
5
BX icon
Blackstone
BX
+$774K

Sector Composition

1 Technology 24.48%
2 Consumer Discretionary 18.66%
3 Healthcare 11.9%
4 Financials 11.79%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.98%
12,058
27
$1.14M 0.98%
10,100
-8,700
28
$1.06M 0.91%
2,269
+780
29
$1.05M 0.9%
+7,187
30
$1.03M 0.89%
13,000
+8,000
31
$1.03M 0.88%
10,200
32
$1.03M 0.88%
13,200
+7,500
33
$969K 0.83%
11,000
+6,000
34
$968K 0.83%
3,000
35
$962K 0.83%
18,600
+13,400
36
$826K 0.71%
+2,900
37
$821K 0.7%
9,195
-1,729
38
$770K 0.66%
1,900
39
$730K 0.63%
7,650
-1,000
40
$689K 0.59%
24,000
-12,600
41
$667K 0.57%
15,600
+12,600
42
$652K 0.56%
5,372
+4,339
43
$640K 0.55%
15,000
44
$597K 0.51%
2,000
45
$567K 0.49%
10,000
46
$508K 0.44%
14,000
47
$507K 0.44%
1,054
+354
48
$453K 0.39%
625
49
$434K 0.37%
2,500
50
$421K 0.36%
7,500
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