JWM

Jupiter Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.91M
3
+$1.29M
4
KBH icon
KB Home
KBH
+$1.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.17M

Top Sells

1
+$710K
2
+$404K
3
+$305K
4
DD icon
DuPont de Nemours
DD
+$207K
5
CMG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
51
Costco
COST
$413B
$821K 0.41%
839
+190
PFE icon
52
Pfizer
PFE
$141B
$820K 0.41%
32,600
CMG icon
53
Chipotle Mexican Grill
CMG
$55.2B
$733K 0.37%
16,850
-4,750
GOOG icon
54
Alphabet (Google) Class C
GOOG
$3.15T
$711K 0.36%
3,500
VXUS icon
55
Vanguard Total International Stock ETF
VXUS
$108B
$705K 0.36%
9,865
IBIT icon
56
iShares Bitcoin Trust
IBIT
$84.7B
$612K 0.31%
+8,760
MCD icon
57
McDonald's
MCD
$218B
$610K 0.31%
2,000
MDT icon
58
Medtronic
MDT
$120B
$557K 0.28%
6,000
XOM icon
59
Exxon Mobil
XOM
$492B
$538K 0.27%
5,000
JPM icon
60
JPMorgan Chase
JPM
$818B
$524K 0.26%
1,804
+375
IWO icon
61
iShares Russell 2000 Growth ETF
IWO
$13.4B
$513K 0.26%
1,683
CCJ icon
62
Cameco
CCJ
$38.4B
$454K 0.23%
+6,000
CRSP icon
63
CRISPR Therapeutics
CRSP
$6.15B
$430K 0.22%
7,500
ORCL icon
64
Oracle
ORCL
$808B
$427K 0.22%
+1,750
ZS icon
65
Zscaler
ZS
$51.1B
$417K 0.21%
1,500
VIG icon
66
Vanguard Dividend Appreciation ETF
VIG
$99.1B
$382K 0.19%
1,821
CROX icon
67
Crocs
CROX
$4.52B
$365K 0.18%
4,375
-4,850
NLY icon
68
Annaly Capital Management
NLY
$14.3B
$347K 0.18%
16,621
+551
CAT icon
69
Caterpillar
CAT
$245B
$334K 0.17%
808
IBTF icon
70
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$334K 0.17%
+14,300
CVS icon
71
CVS Health
CVS
$104B
$330K 0.17%
+5,000
GPIX icon
72
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$1.66B
$300K 0.15%
5,889
QQQ icon
73
Invesco QQQ Trust
QQQ
$392B
$290K 0.15%
+500
XLF icon
74
Financial Select Sector SPDR Fund
XLF
$54.6B
$264K 0.13%
+5,000
VNQ icon
75
Vanguard Real Estate ETF
VNQ
$34.6B
$258K 0.13%
2,874
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