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
$198M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.05M
3
+$2.21M
4
META icon
Meta Platforms (Facebook)
META
+$2.08M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.24M

Top Sells

1
+$3.37M
2
+$1.81M
3
+$1.72M
4
LMT icon
Lockheed Martin
LMT
+$1.61M
5
KO icon
Coca-Cola
KO
+$1.1M

Sector Composition

1 Financials 20.66%
2 Consumer Discretionary 18.71%
3 Technology 14.94%
4 Communication Services 13.93%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$683K 0.35%
9,000
+2,000
52
$657K 0.33%
5,000
53
$637K 0.32%
12,000
54
$602K 0.3%
+3,000
55
$584K 0.3%
2,000
56
$580K 0.29%
4,000
57
$544K 0.27%
2,374
+224
58
$534K 0.27%
5,000
59
$524K 0.26%
10,200
60
$437K 0.22%
1,550
+300
61
$432K 0.22%
+3,000
62
$396K 0.2%
+6,019
63
$395K 0.2%
+5,000
64
$378K 0.19%
750
65
$374K 0.19%
1,400
66
$369K 0.19%
5,000
67
$342K 0.17%
2,500
68
$330K 0.17%
+3,750
69
$328K 0.17%
+2,000
70
$323K 0.16%
+1,383
71
$305K 0.15%
+5,000
72
$302K 0.15%
20,575
73
$280K 0.14%
+5,000
74
$277K 0.14%
+2,500
75
$273K 0.14%
3,000
-2,000
1 2
3
4