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
$103M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$501K
3
+$456K
4
MA icon
Mastercard
MA
+$442K
5
CCK icon
Crown Holdings
CCK
+$436K

Top Sells

1
+$913K
2
+$840K
3
+$784K
4
TTWO icon
Take-Two Interactive
TTWO
+$687K
5
DVN icon
Devon Energy
DVN
+$601K

Sector Composition

1 Consumer Discretionary 20.49%
2 Technology 16.88%
3 Healthcare 14.01%
4 Financials 13.22%
5 Real Estate 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194K 0.19%
500
52
$184K 0.18%
+1,100
53
$177K 0.17%
2,000
54
$172K 0.17%
16,450
55
$125K 0.12%
20,000
56
$122K 0.12%
2,450
-5,500
57
$119K 0.12%
800
58
– –
-10,000
59
– –
-7,000
60
– –
-8,000
61
– –
-4,729
62
– –
-6,305
63
– –
-11,805
64
– –
-7,500
65
– –
-88,500
66
– –
-166,464
67
– –
-10,000
1 2
3