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
$142M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.04M
3
+$1.76M
4
FDX icon
FedEx
FDX
+$1.56M
5
AVGO icon
Broadcom
AVGO
+$1.27M

Top Sells

1
+$6.57M
2
+$5.58M
3
+$4.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.43M

Sector Composition

1 Consumer Discretionary 21.39%
2 Financials 19.93%
3 Technology 13.71%
4 Communication Services 13.59%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$364K 0.26%
+750
52
$309K 0.22%
1,400
53
$283K 0.2%
2,500
54
$249K 0.18%
20,116
55
$247K 0.17%
+5,000
56
$235K 0.17%
10,000
-1,530
57
$231K 0.16%
+5,000
58
$206K 0.15%
+24,550
59
$187K 0.13%
6,019
60
$182K 0.13%
+2,500
61
$177K 0.12%
+3,000
62
$176K 0.12%
3,750
-270
63
$147K 0.1%
2,000
-1,900
64
$144K 0.1%
12,200
-13,893
65
$133K 0.09%
1,677
-5,240
66
$128K 0.09%
+3,000
67
$127K 0.09%
+485
68
$119K 0.08%
+4,729
69
$115K 0.08%
15,000
-13,120
70
– –
-8,180
71
– –
-4,000
72
– –
-5,810
73
– –
-10,000
74
– –
-11,000
75
– –
-9,640
1 2
3
4