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JWM

Jupiter Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 32.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$730K
2
+$442K
3
+$438K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$409K
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$406K

Top Sells

1
+$455K
2
+$454K
3
+$427K
4
CMG icon
Chipotle Mexican Grill
CMG
+$398K
5
MSFT icon
Microsoft
MSFT
+$264K

Sector Composition

1 Technology 26.62%
2 Financials 16.58%
3 Communication Services 15.41%
4 Consumer Discretionary 10.56%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.91%
10,000
27
$1.89M 0.89%
36,600
+2,000
28
$1.88M 0.89%
3,062
+750
29
$1.76M 0.83%
12,500
30
$1.75M 0.83%
14,940
31
$1.66M 0.78%
1,710
+460
32
$1.54M 0.73%
16,000
33
$1.44M 0.68%
10,900
+1,000
34
$1.38M 0.65%
11,500
35
$1.34M 0.63%
12,500
+2,500
36
$1.26M 0.59%
15,000
37
$1.25M 0.59%
2,500
38
$1.24M 0.59%
1,625
39
$1.22M 0.58%
11,832
40
$1.18M 0.56%
18,500
41
$1.16M 0.55%
13,800
42
$1.08M 0.51%
9,403
43
$1.06M 0.5%
11,000
44
$1.06M 0.5%
8,400
+1,000
45
$1.06M 0.5%
62,034
46
$980K 0.46%
12,058
47
$941K 0.44%
17,999
48
$928K 0.44%
16,250
49
$923K 0.44%
6,496
50
$852K 0.4%
3,500
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