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
$200M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.11M
3
+$1.46M
4
NFLX icon
Netflix
NFLX
+$847K
5
AVGO icon
Broadcom
AVGO
+$689K

Top Sells

1
+$2.96M
2
+$2.1M
3
+$994K
4
STZ icon
Constellation Brands
STZ
+$878K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$672K

Sector Composition

1 Technology 24.95%
2 Communication Services 12.94%
3 Consumer Discretionary 12.63%
4 Financials 11.9%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.95%
71,750
+4,000
27
$1.9M 0.95%
12,500
28
$1.87M 0.94%
12,840
29
$1.72M 0.86%
17,300
30
$1.72M 0.86%
3,000
31
$1.5M 0.75%
3,735
32
$1.45M 0.73%
16,000
33
$1.42M 0.71%
23,579
34
$1.41M 0.7%
12,902
-700
35
$1.25M 0.62%
2,312
-1,247
36
$1.24M 0.62%
18,891
37
$1.21M 0.61%
2,500
38
$1.16M 0.58%
1,500
39
$1.13M 0.57%
62,034
40
$1.13M 0.57%
12,482
+2,400
41
$1.07M 0.54%
9,623
+2,975
42
$1.05M 0.53%
15,000
43
$980K 0.49%
1,100
+950
44
$972K 0.49%
11,000
45
$959K 0.48%
12,000
46
$938K 0.47%
12,058
47
$935K 0.47%
16,250
-36,432
48
$887K 0.44%
8,100
+1,800
49
$868K 0.44%
6,577
-1,343
50
$853K 0.43%
6,496
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