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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
$253M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.79M
3
+$1.36M
4
AMZN icon
Amazon
AMZN
+$925K
5
AVGO icon
Broadcom
AVGO
+$821K

Top Sells

1
+$819K
2
+$782K
3
+$526K
4
CCI icon
Crown Castle
CCI
+$516K
5
NKE icon
Nike
NKE
+$463K

Sector Composition

1 Technology 26.89%
2 Communication Services 18.15%
3 Financials 14.77%
4 Consumer Discretionary 7.7%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
51
Netflix
NFLX
$338B
$911K 0.36%
10,400
+1,200
JEPI icon
52
JPMorgan Equity Premium Income ETF
JEPI
$44.7B
$909K 0.36%
16,250
RSG icon
53
Republic Services
RSG
$64.6B
$901K 0.36%
4,425
CCI icon
54
Crown Castle
CCI
$40.2B
$896K 0.35%
10,000
-6,000
QQQ icon
55
Invesco QQQ Trust
QQQ
$479B
$893K 0.35%
1,250
+750
VXUS icon
56
Vanguard Total International Stock ETF
VXUS
$153B
$839K 0.33%
9,865
MCD icon
57
McDonald's
MCD
$202B
$827K 0.33%
3,000
+1,000
MU icon
58
Micron Technology
MU
$1.11T
$804K 0.32%
+1,000
CAT icon
59
Caterpillar
CAT
$419B
$729K 0.29%
808
PSX icon
60
Phillips 66
PSX
$71.9B
$722K 0.29%
4,200
+1,950
DIS icon
61
Walt Disney
DIS
$174B
$673K 0.27%
6,418
ITB icon
62
iShares US Home Construction ETF
ITB
$2.73B
$667K 0.26%
7,500
IWO icon
63
iShares Russell 2000 Growth ETF
IWO
$14.7B
$621K 0.25%
1,683
JPM icon
64
JPMorgan Chase
JPM
$859B
$542K 0.21%
1,804
AMGN icon
65
Amgen
AMGN
$192B
$505K 0.2%
1,500
PH icon
66
Parker-Hannifin
PH
$114B
$499K 0.2%
565
MDT icon
67
Medtronic
MDT
$103B
$457K 0.18%
6,000
SCHI icon
68
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$452K 0.18%
+20,000
CRSP icon
69
CRISPR Therapeutics
CRSP
$4.9B
$448K 0.18%
8,500
LRCX icon
70
Lam Research
LRCX
$459B
$443K 0.18%
1,500
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$109B
$416K 0.16%
1,821
NLY icon
72
Annaly Capital Management
NLY
$16.1B
$404K 0.16%
18,237
+541
GPIX icon
73
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.28B
$325K 0.13%
5,889
NFJ
74
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
$312K 0.12%
+21,421
AFB
75
AllianceBernstein National Municipal Income Fund
AFB
$326M
$302K 0.12%
+27,175
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