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
$172M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$5.13M
3
+$5.02M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$4.61M
5
ITB icon
iShares US Home Construction ETF
ITB
+$4.18M

Top Sells

1
+$7.54M
2
+$6.83M
3
+$4.83M
4
ROK icon
Rockwell Automation
ROK
+$4.43M
5
MMM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$359K 0.21%
1,270
52
$344K 0.2%
3,249
-3,720
53
$343K 0.2%
+13,858
54
$310K 0.18%
6,806
55
$309K 0.18%
3,742
-2,500
56
$285K 0.17%
4,000
57
$283K 0.16%
6,566
-36,991
58
$282K 0.16%
10,000
59
$273K 0.16%
1,404
-1,383
60
$271K 0.16%
2,030
-3,962
61
$271K 0.16%
26,093
62
$268K 0.16%
+750
63
$256K 0.15%
1,400
-24,226
64
$246K 0.14%
2,500
65
$244K 0.14%
3,700
66
$238K 0.14%
5,810
67
$219K 0.13%
4,000
68
$195K 0.11%
+6,019
69
$189K 0.11%
28,120
70
$180K 0.1%
+20,116
71
$92K 0.05%
11,680
72
$33K 0.02%
21,000
+6,985
73
– –
-5,960
74
– –
-115,476
75
– –
-4,333
1 2
3
4