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
$202M
AUM Growth
-$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$902K
3
+$812K
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$636K
5
UNH icon
UnitedHealth
UNH
+$587K

Top Sells

1
+$7.05M
2
+$4.81M
3
+$1.16M
4
MMM icon
3M
MMM
+$1.09M
5
DOW icon
Dow Inc
DOW
+$577K

Sector Composition

1 Financials 22.68%
2 Consumer Discretionary 14.39%
3 Energy 9.62%
4 Industrials 9.59%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.24%
1,650
+650
52
$489K 0.24%
4,509
53
$463K 0.23%
48,316
54
$452K 0.22%
12,000
+3,000
55
$430K 0.21%
10,000
56
$402K 0.2%
2,000
57
$378K 0.19%
1,270
58
$373K 0.18%
10,000
59
$367K 0.18%
1,247
60
$357K 0.18%
+1,675
61
$355K 0.18%
6,806
62
$353K 0.17%
8,000
63
$326K 0.16%
26,093
64
$325K 0.16%
+7,500
65
$321K 0.16%
3,000
66
$316K 0.16%
5,995
67
$302K 0.15%
4,000
68
$295K 0.15%
1,460
69
$295K 0.15%
2,500
70
$267K 0.13%
5,810
-8,715
71
$266K 0.13%
+1,500
72
$248K 0.12%
10,000
73
$234K 0.12%
4,000
74
$231K 0.11%
16,452
+405
75
$204K 0.1%
+3,080
1 2
3
4