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
$208M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.5M
3
+$9.68M
4
NKE icon
Nike
NKE
+$9.19M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.77%
2 Consumer Discretionary 13.75%
3 Industrials 11.01%
4 Energy 9.28%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$440K 0.21%
+10,991
52
$428K 0.21%
+10,000
53
$415K 0.2%
+32,000
54
$406K 0.2%
+10,000
55
$400K 0.19%
+3,850
56
$396K 0.19%
+2,000
57
$387K 0.19%
+1,247
58
$368K 0.18%
+1,270
59
$364K 0.18%
+8,000
60
$361K 0.17%
+16,047
61
$346K 0.17%
+3,000
62
$323K 0.16%
+6,806
63
$322K 0.16%
+26,093
64
$316K 0.15%
+5,995
65
$310K 0.15%
+9,000
66
$295K 0.14%
+4,000
67
$264K 0.13%
+2,500
68
$260K 0.13%
+1,460
69
$257K 0.12%
+4,000
70
$237K 0.11%
+1,000
71
$209K 0.1%
+7,645
72
$152K 0.07%
+20,500
73
$141K 0.07%
+11,500
74
$122K 0.06%
+11,680
75
$84K 0.04%
+20,500
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