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
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.08M
3
+$523K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$426K
5
AMGN icon
Amgen
AMGN
+$332K

Top Sells

1
+$3.42M
2
+$1.42M
3
+$821K
4
SCHW icon
Charles Schwab
SCHW
+$764K
5
AAPL icon
Apple
AAPL
+$763K

Sector Composition

1 Technology 22.77%
2 Consumer Discretionary 12.99%
3 Communication Services 11.16%
4 Financials 10.92%
5 Healthcare 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.19%
34,588
-334
27
$2.17M 1.15%
71,140
+3,390
28
$2.16M 1.14%
12,500
-1,500
29
$1.98M 1.05%
17,500
30
$1.97M 1.04%
19,475
31
$1.76M 0.93%
16,000
32
$1.69M 0.9%
12,822
+622
33
$1.67M 0.88%
11,640
+140
34
$1.61M 0.85%
18,666
+866
35
$1.53M 0.81%
3,000
36
$1.4M 0.74%
182,794
37
$1.35M 0.72%
2,500
38
$1.34M 0.71%
7,843
+1,748
39
$1.34M 0.71%
3,735
40
$1.29M 0.69%
13,000
41
$1.27M 0.67%
12,058
42
$1.21M 0.64%
1,500
-539
43
$1.09M 0.58%
62,034
44
$1.09M 0.58%
7,459
-1,191
45
$964K 0.51%
12,000
46
$956K 0.51%
17,600
-2,500
47
$934K 0.5%
11,000
48
$890K 0.47%
15,000
49
$852K 0.45%
6,548
50
$847K 0.45%
6,300
-3,800
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2
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