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
$212M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.65M
3
+$1.48M
4
NOW icon
ServiceNow
NOW
+$1.19M
5
CRWD icon
CrowdStrike
CRWD
+$1.08M

Top Sells

1
+$3.19M
2
+$1.98M
3
+$1.41M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
MOS icon
The Mosaic Company
MOS
+$1.08M

Sector Composition

1 Technology 20.1%
2 Consumer Discretionary 18.94%
3 Financials 17.57%
4 Communication Services 12.6%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$970K 0.46%
1,500
52
$941K 0.44%
6,750
-10,100
53
$904K 0.43%
4,173
+480
54
$881K 0.42%
15,000
55
$876K 0.41%
12,000
56
$838K 0.4%
25,000
+5,000
57
$826K 0.39%
2,000
+500
58
$786K 0.37%
2,500
59
$766K 0.36%
4,400
-2,600
60
$719K 0.34%
14,160
-940
61
$687K 0.32%
4,000
62
$639K 0.3%
2,500
+2,000
63
$623K 0.29%
2,721
-13,933
64
$612K 0.29%
5,000
65
$548K 0.26%
20,000
-20,000
66
$486K 0.23%
1,550
67
$467K 0.22%
1,400
68
$411K 0.19%
2,800
69
$405K 0.19%
2,500
70
$397K 0.19%
11,000
-30,000
71
$383K 0.18%
13,010
-39,030
72
$378K 0.18%
5,000
73
$351K 0.17%
6,000
74
$325K 0.15%
20,575
75
$315K 0.15%
+33,400
1 2
3
4