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
$193M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$312K
3
+$307K
4
XOM icon
Exxon Mobil
XOM
+$305K
5
TSM icon
TSMC
TSM
+$301K

Top Sells

1
+$2.33M
2
+$1.47M
3
+$1.1M
4
CRWD icon
CrowdStrike
CRWD
+$1.08M
5
WFC icon
Wells Fargo
WFC
+$915K

Sector Composition

1 Technology 21.04%
2 Consumer Discretionary 19.69%
3 Financials 16.03%
4 Communication Services 12.75%
5 Healthcare 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.38%
14,160
52
$725K 0.38%
20,000
-5,000
53
$710K 0.37%
4,784
-2,392
54
$682K 0.35%
5,275
-1,475
55
$647K 0.34%
7,400
+3,563
56
$601K 0.31%
3,000
-5,500
57
$568K 0.29%
7,500
-4,000
58
$567K 0.29%
10,000
-5,000
59
$564K 0.29%
4,400
60
$532K 0.28%
20,000
61
$517K 0.27%
5,000
62
$457K 0.24%
1,350
-1,500
63
$432K 0.22%
11,000
64
$417K 0.22%
2,500
65
$405K 0.21%
2,800
66
$392K 0.2%
5,000
67
$382K 0.2%
13,010
68
$381K 0.2%
+3,090
69
$367K 0.19%
5,000
+1,000
70
$349K 0.18%
3,750
71
$330K 0.17%
20,575
72
$307K 0.16%
+66,500
73
$305K 0.16%
+5,000
74
$304K 0.16%
1,102
75
$298K 0.15%
472
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3
4