JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+3.52%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(-2.8%)
Cap. Flow
-$6.86M
Cap. Flow
% of AUM
-3.4%
Top 10 Holdings %
Top 10 Hldgs %
42.61%
Holding
86
New
9
Increased
14
Reduced
24
Closed
5
Top Buys
| 1 |
Occidental Petroleum
OXY
|
$5.32M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$902K |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$812K |
| 4 |
Invesco Short Term Treasury ETF
TBLL
|
$636K |
| 5 |
UnitedHealth
UNH
|
$587K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$7.05M |
| 2 |
Phillips 66
PSX
|
$4.81M |
| 3 |
AQ
Aquantia Corp. Common Stock
AQ
|
$1.16M |
| 4 |
3M
MMM
|
$1.09M |
| 5 |
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% |
