JWM

Jupiter Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 30.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.33M
3
+$997K
4
KBH icon
KB Home
KBH
+$984K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Top Sells

1
+$542K
2
+$494K
3
+$264K
4
CMG icon
Chipotle Mexican Grill
CMG
+$242K
5
DD icon
DuPont de Nemours
DD
+$207K

Sector Composition

1 Technology 26.67%
2 Financials 16.63%
3 Communication Services 14.59%
4 Consumer Discretionary 11.28%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.94%
12,500
27
$1.68M 0.85%
3,735
28
$1.63M 0.83%
34,600
+10,600
29
$1.63M 0.82%
16,000
30
$1.62M 0.82%
10,000
31
$1.39M 0.7%
11,500
32
$1.37M 0.69%
2,312
33
$1.29M 0.65%
+9,900
34
$1.19M 0.6%
11,832
+1,900
35
$1.18M 0.6%
+18,500
36
$1.17M 0.59%
15,000
37
$1.14M 0.58%
13,800
38
$1.11M 0.56%
+10,000
39
$1.11M 0.56%
2,500
40
$1.1M 0.55%
9,403
+780
41
$1.07M 0.54%
1,625
+125
42
$1.05M 0.53%
62,034
43
$1.05M 0.53%
11,000
44
$1M 0.51%
12,058
45
$969K 0.49%
+7,400
46
$944K 0.48%
+1,250
47
$932K 0.47%
17,999
-1,000
48
$921K 0.47%
16,250
49
$905K 0.46%
6,496
50
$855K 0.43%
3,675
-500
1
2
3 4