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
$154M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5.62M
3
+$4.48M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$4.04M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.7M

Top Sells

1
+$1.43M
2
+$1.18M
3
+$934K
4
CVS icon
CVS Health
CVS
+$631K
5
MPC icon
Marathon Petroleum
MPC
+$581K

Sector Composition

1 Technology 19.9%
2 Consumer Discretionary 13.98%
3 Communication Services 10.09%
4 Financials 9.65%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.99%
16,000
27
$1.46M 0.95%
2,440
+171
28
$1.43M 0.93%
48,600
29
$1.41M 0.91%
+4,280
30
$1.26M 0.82%
12,058
31
$1.22M 0.79%
+10,700
32
$1.15M 0.74%
16,000
+3,000
33
$1.13M 0.73%
+182,794
34
$1.11M 0.72%
2,500
35
$1.08M 0.7%
39,000
+15,000
36
$1.06M 0.68%
+62,034
37
$1.05M 0.68%
+3,735
38
$1.05M 0.68%
7,187
39
$994K 0.64%
10,200
40
$981K 0.64%
8,650
+1,000
41
$977K 0.63%
3,000
42
$923K 0.6%
11,200
-2,000
43
$895K 0.58%
1,654
+600
44
$874K 0.57%
20,600
+5,000
45
$805K 0.52%
10,100
46
$777K 0.5%
11,000
47
$754K 0.49%
+11,000
48
$721K 0.47%
14,100
-4,500
49
$715K 0.46%
+17,000
50
$712K 0.46%
8,070
-1,125
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