JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
1-Year Return
19.86%
This Quarter Return
+6.37%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$109M
AUM Growth
+$5.27M
(+5.1%)
Cap. Flow
+$929K
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
52.03%
Holding
70
New
13
Increased
12
Reduced
19
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.77M |
| 2 |
TSMC
TSM
|
$949K |
| 3 |
Deere & Co
DE
|
$784K |
| 4 |
Microsoft
MSFT
|
$776K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$555K |
Top Sells
| 1 |
Home Depot
HD
|
$1.4M |
| 2 |
Wells Fargo
WFC
|
$1.03M |
| 3 |
Crocs
CROX
|
$891K |
| 4 |
Regeneron Pharmaceuticals
REGN
|
$831K |
| 5 |
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% |
