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
$189M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.14M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.08M
5
BAC icon
Bank of America
BAC
+$865K

Top Sells

1
+$1.61M
2
+$1.29M
3
+$1.02M
4
UNH icon
UnitedHealth
UNH
+$871K
5
TSLA icon
Tesla
TSLA
+$477K

Sector Composition

1 Technology 20.73%
2 Consumer Discretionary 13.75%
3 Communication Services 12.02%
4 Financials 11.16%
5 Healthcare 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.16%
34,922
+17,922
27
$1.98M 1.05%
13,800
+3,600
28
$1.92M 1.02%
19,475
29
$1.92M 1.01%
67,750
+10,150
30
$1.58M 0.84%
2,039
-230
31
$1.56M 0.82%
16,000
32
$1.54M 0.82%
11,500
+800
33
$1.41M 0.75%
12,200
+1,000
34
$1.37M 0.72%
10,100
35
$1.34M 0.71%
3,000
36
$1.32M 0.7%
182,794
37
$1.28M 0.68%
20,100
-500
38
$1.27M 0.67%
8,650
39
$1.27M 0.67%
12,058
40
$1.26M 0.67%
13,000
-3,000
41
$1.25M 0.66%
3,735
42
$1.23M 0.65%
17,800
+1,800
43
$1.17M 0.62%
2,500
44
$1.15M 0.61%
10,915
+1,720
45
$1.09M 0.58%
62,034
46
$979K 0.52%
12,000
+1,000
47
$935K 0.49%
6,095
+413
48
$930K 0.49%
1,020
+95
49
$918K 0.49%
15,000
50
$897K 0.47%
11,000
1
2
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