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
$209M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.11M
3
+$1.02M
4
ZTS icon
Zoetis
ZTS
+$745K
5
CMC icon
Commercial Metals
CMC
+$644K

Top Sells

1
+$2.74M
2
+$2.01M
3
+$1.64M
4
AVGO icon
Broadcom
AVGO
+$1.09M
5
UBER icon
Uber
UBER
+$1.07M

Sector Composition

1 Financials 18.95%
2 Consumer Discretionary 18.31%
3 Technology 15.39%
4 Communication Services 13.15%
5 Healthcare 12.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$814K 0.39%
15,100
52
$780K 0.37%
1,500
53
$745K 0.36%
+3,693
54
$727K 0.35%
2,500
+500
55
$678K 0.32%
12,000
56
$651K 0.31%
4,000
57
$644K 0.31%
+20,000
58
$643K 0.31%
5,000
59
$571K 0.27%
+6,753
60
$549K 0.26%
+1,500
61
$533K 0.26%
7,500
+2,500
62
$533K 0.26%
1,924
-450
63
$525K 0.25%
1,550
64
$509K 0.24%
5,000
65
$453K 0.22%
3,000
66
$440K 0.21%
1,400
67
$430K 0.21%
7,500
+2,500
68
$391K 0.19%
752
-5,267
69
$385K 0.18%
+6,000
70
$383K 0.18%
2,800
+800
71
$380K 0.18%
5,000
72
$369K 0.18%
2,500
73
$315K 0.15%
20,575
74
$307K 0.15%
3,750
75
$290K 0.14%
+1,102
1 2
3
4