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
$187M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.1M
3
+$1.53M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$715K
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$388K

Top Sells

1
+$8.08M
2
+$4.82M
3
+$1.33M
4
OXY icon
Occidental Petroleum
OXY
+$1.27M
5
PYPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$485K 0.26%
1,811
+31
52
$476K 0.25%
48,316
53
$471K 0.25%
10,000
54
$443K 0.24%
1,934
-1,053
55
$415K 0.22%
10,000
56
$406K 0.22%
8,000
57
$385K 0.21%
2,000
58
$377K 0.2%
1,270
59
$371K 0.2%
5,995
60
$371K 0.2%
6,806
61
$369K 0.2%
1,247
62
$335K 0.18%
3,000
63
$328K 0.18%
2,359
-1,884
64
$321K 0.17%
7,500
65
$319K 0.17%
26,093
66
$301K 0.16%
4,000
67
$291K 0.16%
5,810
68
$288K 0.15%
2,500
69
$260K 0.14%
1,460
70
$254K 0.14%
1,500
71
$226K 0.12%
+20,000
72
$222K 0.12%
+2,500
73
$212K 0.11%
+7,645
74
$206K 0.11%
4,000
75
$205K 0.11%
12,867
-3,585
1 2
3
4