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
$109M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$949K
3
+$784K
4
MSFT icon
Microsoft
MSFT
+$776K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$555K

Top Sells

1
+$1.4M
2
+$1.03M
3
+$891K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$831K
5
NKE icon
Nike
NKE
+$808K

Sector Composition

1 Technology 21.02%
2 Consumer Discretionary 17.92%
3 Financials 12.03%
4 Healthcare 10.87%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$307K 0.28%
2,000
52
$291K 0.27%
+5,000
53
$275K 0.25%
+15,000
54
$242K 0.22%
20,575
55
$215K 0.2%
3,000
56
$209K 0.19%
+5,200
57
$208K 0.19%
2,000
58
$192K 0.18%
10,067
+363
59
$180K 0.17%
1,100
60
$180K 0.17%
16,450
61
$126K 0.12%
800
62
$123K 0.11%
20,000
63
$113K 0.1%
137
-1,011
64
$106K 0.1%
6,597
-30,330
65
$105K 0.1%
+1,033
66
$102K 0.09%
+3,000
67
– –
-2,450
68
– –
-500
69
– –
-3,000
70
– –
-5,000
1 2
3