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
$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
MPC icon
26
Marathon Petroleum
MPC
$66.7B
$1.93M 0.91%
10,000
BAC icon
27
Bank of America
BAC
$335B
$1.89M 0.89%
36,600
+2,000
VOO icon
28
Vanguard S&P 500 ETF
VOO
$842B
$1.88M 0.89%
3,062
+750
PEP icon
29
PepsiCo
PEP
$218B
$1.76M 0.83%
12,500
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$113B
$1.75M 0.83%
3,735
ASML icon
31
ASML
ASML
$519B
$1.66M 0.78%
1,710
+460
CCI icon
32
Crown Castle
CCI
$38.1B
$1.54M 0.73%
16,000
PHM icon
33
Pultegroup
PHM
$22.9B
$1.44M 0.68%
10,900
+1,000
NFLX icon
34
Netflix
NFLX
$402B
$1.38M 0.65%
11,500
ITB icon
35
iShares US Home Construction ETF
ITB
$2.4B
$1.34M 0.63%
12,500
+2,500
WFC icon
36
Wells Fargo
WFC
$229B
$1.26M 0.59%
15,000
LMT icon
37
Lockheed Martin
LMT
$149B
$1.25M 0.59%
2,500
LLY icon
38
Eli Lilly
LLY
$880B
$1.24M 0.59%
1,625
WMT icon
39
Walmart Inc
WMT
$1.01T
$1.22M 0.58%
11,832
KBH icon
40
KB Home
KBH
$3.35B
$1.18M 0.56%
18,500
MRK icon
41
Merck
MRK
$286B
$1.16M 0.55%
13,800
DIS icon
42
Walt Disney
DIS
$176B
$1.08M 0.51%
9,403
IWR icon
43
iShares Russell Mid-Cap ETF
IWR
$46.8B
$1.06M 0.5%
11,000
LEN icon
44
Lennar Class A
LEN
$23.5B
$1.06M 0.5%
8,400
+1,000
QYLD icon
45
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.26B
$1.06M 0.5%
62,034
BG icon
46
Bunge Global
BG
$24.1B
$980K 0.46%
12,058
SPYI icon
47
NEOS S&P 500 High Income ETF
SPYI
$7.85B
$941K 0.44%
17,999
JEPI icon
48
JPMorgan Equity Premium Income ETF
JEPI
$43.1B
$928K 0.44%
16,250
DVY icon
49
iShares Select Dividend ETF
DVY
$22B
$923K 0.44%
6,496
GOOG icon
50
Alphabet (Google) Class C
GOOG
$3.65T
$852K 0.4%
3,500
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