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
$163M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.73M
3
+$923K
4
TSM icon
TSMC
TSM
+$897K
5
AAPL icon
Apple
AAPL
+$875K

Top Sells

1
+$3.52M
2
+$2.57M
3
+$1.45M
4
TSN icon
Tyson Foods
TSN
+$1.08M
5
GS icon
Goldman Sachs
GS
+$798K

Sector Composition

1 Consumer Discretionary 20.68%
2 Financials 16.67%
3 Technology 14.69%
4 Communication Services 14.27%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.29%
12,000
52
$456K 0.28%
10,200
53
$432K 0.26%
5,000
+2,500
54
$422K 0.26%
5,000
-2,500
55
$413K 0.25%
750
56
$376K 0.23%
1,690
57
$351K 0.22%
1,400
58
$349K 0.21%
+7,000
59
$340K 0.21%
+1,250
60
$335K 0.21%
+8,000
61
$334K 0.2%
1,500
62
$308K 0.19%
4,750
-12,100
63
$308K 0.19%
+5,000
64
$302K 0.19%
10,000
65
$295K 0.18%
2,500
66
$288K 0.18%
+6,000
67
$277K 0.17%
20,575
+8,375
68
$188K 0.12%
3,000
69
$175K 0.11%
2,000
70
$132K 0.08%
4,729
71
$131K 0.08%
1,677
72
$121K 0.07%
15,000
73
– –
-1,383
74
– –
-11
75
– –
-6,000
1 2
3
4