JWM

Jupiter Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 30.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.43%
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
+$9.91M
2
+$9.43M
3
+$9.1M
4
AMT icon
American Tower
AMT
+$8.8M
5
NKE icon
Nike
NKE
+$8.5M

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
$428K 0.21%
+10,000
52
$415K 0.2%
+32,000
53
$406K 0.2%
+10,000
54
$400K 0.19%
+3,850
55
$396K 0.19%
+2,000
56
$387K 0.19%
+1,247
57
$368K 0.18%
+1,270
58
$364K 0.18%
+8,000
59
$361K 0.17%
+16,047
60
$346K 0.17%
+3,000
61
$323K 0.16%
+6,806
62
$322K 0.16%
+26,093
63
$316K 0.15%
+5,995
64
$310K 0.15%
+9,000
65
$295K 0.14%
+4,000
66
$264K 0.13%
+2,500
67
$260K 0.13%
+1,460
68
$257K 0.12%
+4,000
69
$237K 0.11%
+5,000
70
$209K 0.1%
+7,645
71
$152K 0.07%
+20,500
72
$141K 0.07%
+11,500
73
$122K 0.06%
+11,680
74
$84K 0.04%
+20,500
75
$77K 0.04%
+4,333
1 2
3
4