JWM

Jupiter Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 28.1%
This Quarter Est. Return
1 Year Est. Return
+28.1%
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
+$709K
2
+$459K
3
+$447K
4
ASML icon
ASML
ASML
+$445K
5
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$431K

Top Sells

1
+$455K
2
+$454K
3
+$427K
4
CMG icon
Chipotle Mexican Grill
CMG
+$347K
5
MSFT icon
Microsoft
MSFT
+$268K

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
RSG icon
51
Republic Services
RSG
$65.4B
$843K 0.4%
3,675
PFE icon
52
Pfizer
PFE
$147B
$831K 0.39%
32,600
VXUS icon
53
Vanguard Total International Stock ETF
VXUS
$115B
$725K 0.34%
9,865
COST icon
54
Costco
COST
$393B
$679K 0.32%
734
-105
MCD icon
55
McDonald's
MCD
$221B
$608K 0.29%
2,000
ETH
56
Grayscale Ethereum Mini Trust ETF
ETH
$2.28B
$588K 0.28%
15,000
+11,000
MDT icon
57
Medtronic
MDT
$128B
$571K 0.27%
6,000
JPM icon
58
JPMorgan Chase
JPM
$864B
$569K 0.27%
1,804
XOM icon
59
Exxon Mobil
XOM
$504B
$564K 0.27%
5,000
CRSP icon
60
CRISPR Therapeutics
CRSP
$5.54B
$551K 0.26%
8,500
+1,000
XLF icon
61
State Street Financial Select Sector SPDR ETF
XLF
$53.4B
$539K 0.25%
10,000
+5,000
IWO icon
62
iShares Russell 2000 Growth ETF
IWO
$13.4B
$539K 0.25%
1,683
CVS icon
63
CVS Health
CVS
$103B
$528K 0.25%
7,000
+2,000
ZS icon
64
Zscaler
ZS
$38.6B
$524K 0.25%
1,750
+250
GLD icon
65
SPDR Gold Trust
GLD
$145B
$448K 0.21%
1,260
+610
SCHD icon
66
Schwab US Dividend Equity ETF
SCHD
$71.4B
$410K 0.19%
+15,000
VIG icon
67
Vanguard Dividend Appreciation ETF
VIG
$102B
$393K 0.19%
1,821
CAT icon
68
Caterpillar
CAT
$293B
$386K 0.18%
808
BILL icon
69
BILL Holdings
BILL
$5.5B
$371K 0.18%
+7,000
CROX icon
70
Crocs
CROX
$4.64B
$366K 0.17%
4,375
NLY icon
71
Annaly Capital Management
NLY
$15.2B
$336K 0.16%
16,621
IBTF icon
72
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.57B
$334K 0.16%
14,300
CMG icon
73
Chipotle Mexican Grill
CMG
$46.1B
$314K 0.15%
8,000
-8,850
GPIX icon
74
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$2.36B
$308K 0.15%
5,889
QQQ icon
75
Invesco QQQ Trust
QQQ
$400B
$300K 0.14%
500
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3
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