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
$170M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$462K
3
+$343K
4
ASML icon
ASML
ASML
+$341K
5
MSFT icon
Microsoft
MSFT
+$334K

Top Sells

1
+$104K
2
+$99.7K

Sector Composition

1 Technology 19.4%
2 Consumer Discretionary 14.86%
3 Financials 10.32%
4 Communication Services 9.84%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1%
34,380
27
$1.66M 0.98%
57,600
+9,000
28
$1.51M 0.89%
4,280
29
$1.35M 0.8%
10,700
30
$1.32M 0.78%
2,269
-171
31
$1.31M 0.77%
39,000
32
$1.3M 0.76%
16,000
33
$1.24M 0.73%
182,794
34
$1.22M 0.72%
7,187
35
$1.22M 0.72%
12,058
36
$1.16M 0.68%
3,000
37
$1.16M 0.68%
11,200
38
$1.15M 0.68%
8,650
39
$1.13M 0.67%
2,500
40
$1.13M 0.67%
3,735
41
$1.08M 0.63%
62,034
42
$1.06M 0.62%
10,200
43
$999K 0.59%
16,000
+1,900
44
$943K 0.55%
10,100
45
$942K 0.55%
20,600
46
$906K 0.53%
11,000
47
$874K 0.51%
17,000
48
$871K 0.51%
1,654
49
$855K 0.5%
11,000
50
$830K 0.49%
9,195
+1,125
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