JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+2.26%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(-7.2%)
Cap. Flow
-$14.7M
Cap. Flow
% of AUM
-7.85%
Top 10 Holdings %
Top 10 Hldgs %
44.88%
Holding
87
New
6
Increased
8
Reduced
33
Closed
6
Top Buys
| 1 |
Blackstone
BX
|
$2.42M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.1M |
| 3 |
SPDR Gold Trust
GLD
|
$1.53M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$715K |
| 5 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
$388K |
Top Sells
| 1 |
Intel
INTC
|
$8.08M |
| 2 |
Dow Inc
DOW
|
$4.82M |
| 3 |
Mastercard
MA
|
$1.33M |
| 4 |
Occidental Petroleum
OXY
|
$1.27M |
| 5 |
PayPal
PYPL
|
$1.08M |
Sector Composition
| 1 | Financials | 23.31% |
| 2 | Consumer Discretionary | 15.8% |
| 3 | Industrials | 10.1% |
| 4 | Communication Services | 9.81% |
| 5 | Healthcare | 8.56% |
