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
$160M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.85M
3
+$1.36M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.08M
5
FCX icon
Freeport-McMoran
FCX
+$1.02M

Top Sells

1
+$2.67M
2
+$2.36M
3
+$2.34M
4
NKE icon
Nike
NKE
+$2.17M
5
AMZN icon
Amazon
AMZN
+$2.14M

Sector Composition

1 Technology 19.08%
2 Consumer Discretionary 16.75%
3 Financials 14.26%
4 Communication Services 12.99%
5 Healthcare 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$637K 0.4%
10,000
52
$624K 0.39%
2,500
53
$601K 0.38%
11,805
-10,000
54
$592K 0.37%
4,759
-25
55
$561K 0.35%
1,500
56
$554K 0.35%
5,000
57
$553K 0.35%
3,000
58
$507K 0.32%
+166,464
59
$495K 0.31%
10,000
-4,160
60
$494K 0.31%
2,000
-3,500
61
$470K 0.29%
7,500
62
$462K 0.29%
2,000
-1,435
63
$417K 0.26%
750
-4,216
64
$397K 0.25%
5,000
65
$397K 0.25%
+7,000
66
$396K 0.25%
2,500
67
$391K 0.24%
2,800
68
$385K 0.24%
4,950
+1,200
69
$365K 0.23%
+8,000
70
$355K 0.22%
+50,000
71
$296K 0.19%
20,575
72
$275K 0.17%
1,600
-1,584
73
$228K 0.14%
+10,000
74
$207K 0.13%
16,450
75
$202K 0.13%
5,000
1 2
3
4