JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+9.47%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+10%)
Cap. Flow
-$179K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
45.23%
Holding
88
New
7
Increased
15
Reduced
30
Closed
4
Top Buys
| 1 |
Tyson Foods
TSN
|
$1.75M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$978K |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$534K |
| 4 |
Micron Technology
MU
|
$518K |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
$507K |
Top Sells
| 1 |
Schlumberger
SLB
|
$1.56M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1M |
| 3 |
Blackstone
BX
|
$995K |
| 4 |
Cadence Design Systems
CDNS
|
$915K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$715K |
Sector Composition
| 1 | Financials | 23.9% |
| 2 | Consumer Discretionary | 14.96% |
| 3 | Industrials | 9.83% |
| 4 | Communication Services | 9.42% |
| 5 | Healthcare | 9.15% |
