JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
-14.3%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(-17%)
Cap. Flow
-$16.8M
Cap. Flow
% of AUM
-9.78%
Top 10 Holdings %
Top 10 Hldgs %
45.25%
Holding
98
New
14
Increased
18
Reduced
19
Closed
26
Top Buys
| 1 |
Microsoft
MSFT
|
$7.49M |
| 2 |
Verizon
VZ
|
$5.13M |
| 3 |
Morgan Stanley
MS
|
$5.02M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$4.61M |
| 5 |
iShares US Home Construction ETF
ITB
|
$4.18M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$7.54M |
| 2 |
Humana
HUM
|
$6.83M |
| 3 |
Citigroup
C
|
$4.83M |
| 4 |
Rockwell Automation
ROK
|
$4.43M |
| 5 |
3M
MMM
|
$4.39M |
Sector Composition
| 1 | Consumer Discretionary | 16.9% |
| 2 | Financials | 15.6% |
| 3 | Communication Services | 13.61% |
| 4 | Technology | 12.19% |
| 5 | Healthcare | 9.49% |
