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
$99.7M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$601K
3
+$349K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$217K
5
LNG icon
Cheniere Energy
LNG
+$132K

Top Sells

1
+$1.82M
2
+$1.14M
3
+$483K
4
CROX icon
Crocs
CROX
+$478K
5
MDT icon
Medtronic
MDT
+$448K

Sector Composition

1 Consumer Discretionary 18.47%
2 Technology 16.53%
3 Healthcare 14.29%
4 Financials 12.08%
5 Communication Services 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.2%
166,464
52
$192K 0.19%
2,000
53
$188K 0.19%
500
-250
54
$180K 0.18%
5,000
55
$170K 0.17%
16,450
56
$168K 0.17%
8,000
57
$164K 0.16%
1,000
-6,965
58
$151K 0.15%
3,000
59
$135K 0.14%
7,915
+1,745
60
$134K 0.13%
4,729
61
$133K 0.13%
7,000
62
$132K 0.13%
+800
63
$118K 0.12%
1,000
64
$112K 0.11%
20,000
65
– –
-5,000
1 2
3