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
$207M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$978K
3
+$534K
4
MU icon
Micron Technology
MU
+$518K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$507K

Top Sells

1
+$1.56M
2
+$1M
3
+$995K
4
CDNS icon
Cadence Design Systems
CDNS
+$915K
5
TLT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$565K 0.27%
14,861
52
$543K 0.26%
8,180
+180
53
$536K 0.26%
10,000
54
$534K 0.26%
+17,330
55
$526K 0.25%
4,499
-10
56
$507K 0.25%
+4,400
57
$483K 0.23%
48,316
58
$436K 0.21%
5,995
59
$436K 0.21%
2,000
60
$422K 0.2%
3,000
61
$416K 0.2%
1,270
62
$385K 0.19%
10,000
63
$382K 0.18%
2,359
64
$381K 0.18%
6,806
65
$375K 0.18%
5,810
66
$347K 0.17%
+5,960
67
$346K 0.17%
+5,790
68
$345K 0.17%
1,500
69
$342K 0.17%
26,093
70
$295K 0.14%
2,500
71
$285K 0.14%
4,000
72
$265K 0.13%
3,700
-14,020
73
$257K 0.12%
12,867
74
$248K 0.12%
4,000
75
$236K 0.11%
5,500
-2,145
1 2
3
4