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
$116M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$926K
3
+$826K
4
KBH icon
KB Home
KBH
+$693K
5
MSFT icon
Microsoft
MSFT
+$662K

Top Sells

1
+$1.18M
2
+$978K
3
+$959K
4
FCX icon
Freeport-McMoran
FCX
+$800K
5
BX icon
Blackstone
BX
+$774K

Sector Composition

1 Technology 24.48%
2 Consumer Discretionary 18.66%
3 Healthcare 11.9%
4 Financials 11.79%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$385K 0.33%
11,000
-27,402
52
$369K 0.32%
1,500
53
$338K 0.29%
+8,000
54
$334K 0.29%
10,000
55
$254K 0.22%
+1,475
56
$253K 0.22%
23,600
+7,150
57
$251K 0.22%
15,000
58
$251K 0.22%
20,575
59
$245K 0.21%
12,250
+2,183
60
$243K 0.21%
2,000
61
$242K 0.21%
2,000
62
$214K 0.18%
3,000
63
$122K 0.1%
800
64
$122K 0.1%
20,000
65
$116K 0.1%
1,250
-8,325
66
$115K 0.1%
6,597
67
$107K 0.09%
+700
68
$106K 0.09%
+2,025
69
– –
-1,100
70
– –
-137
71
– –
-19,847
72
– –
-5,000
1 2
3