JWM

Jupiter Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 30.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$1.38M
3
+$1.26M
4
PNC icon
PNC Financial Services
PNC
+$1.04M
5
PCG icon
PG&E
PCG
+$763K

Top Sells

1
+$4.03M
2
+$1.13M
3
+$866K
4
MSFT icon
Microsoft
MSFT
+$750K
5
PSX icon
Phillips 66
PSX
+$749K

Sector Composition

1 Financials 16.86%
2 Consumer Discretionary 16.43%
3 Communication Services 13.21%
4 Technology 12.35%
5 Healthcare 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$477K 0.24%
+3,648
52
$455K 0.23%
1,500
53
$415K 0.21%
+4,475
54
$412K 0.21%
1,270
55
$397K 0.2%
13,858
56
$367K 0.18%
10,000
57
$358K 0.18%
1,404
58
$351K 0.18%
3,817
+75
59
$344K 0.17%
3,249
60
$337K 0.17%
4,000
61
$311K 0.16%
1,400
62
$310K 0.16%
5,810
63
$309K 0.15%
26,093
64
$305K 0.15%
3,900
+200
65
$283K 0.14%
+11,530
66
$279K 0.14%
6,566
67
$266K 0.13%
2,500
68
$241K 0.12%
20,116
69
$229K 0.11%
4,000
70
$219K 0.11%
28,120
71
$210K 0.11%
+5,000
72
$206K 0.1%
+4,020
73
$206K 0.1%
6,019
74
$104K 0.05%
11,680
75
– –
-750
1 2
3
4