JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
1-Year Return
19.86%
This Quarter Return
+14.76%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$198M
AUM Growth
+$32.9M
(+20%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
8.32%
Top 10 Holdings %
Top 10 Hldgs %
52.25%
Holding
93
New
24
Increased
19
Reduced
13
Closed
3
Top Buys
| 1 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$2.12M |
| 2 |
NVIDIA
NVDA
|
+$1.91M |
| 3 |
Pultegroup
PHM
|
+$1.29M |
| 4 |
KB Home
KBH
|
+$1.18M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.17M |
Top Sells
| 1 |
Citigroup
C
|
+$710K |
| 2 |
Crocs
CROX
|
+$404K |
| 3 |
Apple
AAPL
|
+$305K |
| 4 |
DuPont de Nemours
DD
|
+$207K |
| 5 |
Chipotle Mexican Grill
CMG
|
+$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% |
